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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,661 | $197,819-87.5% | $155,789-84.2% | $125,389-80.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -8.89% | 86.73%-95.6pp | 71.54%-80.4pp | 282.24%-291.1pp |
| Employer contribution / active EE | $1,860 | $4,850-61.7% | $3,839-51.6% | $4,866-61.8% |
| Participant deferral / active EE | $13,445 | $5,631+138.7% | $4,798+180.2% | $5,352+151.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |