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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 | $185,883-69.2% | $170,043-66.3% | $139,466-58.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -74.62% | 60.54%-135.2pp | 53.40%-128.0pp | 373.66%-448.3pp |
| Employer contribution / active EE | $19,951 | $7,596+162.6% | $6,790+193.8% | $4,754+319.7% |
| Participant deferral / active EE | $16,872 | $11,626+45.1% | $10,410+62.1% | $6,712+151.4% |
| Admin fee / account holder | $76 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |