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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 | $57,282 | $185,856-69.2% | $170,028-66.3% | $139,456-58.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -74.62% | 60.52%-135.1pp | 53.39%-128.0pp | 373.45%-448.1pp |
| Employer contribution / active EE | $19,951 | $7,593+162.8% | $6,788+193.9% | $4,753+319.8% |
| Participant deferral / active EE | $16,872 | $11,623+45.2% | $10,409+62.1% | $6,711+151.4% |
| Admin fee / account holder | $76 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |