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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 | $30,464 | $168,636-81.9% | $147,618-79.4% | $125,388-75.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.92% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.2pp |
| Employer contribution / active EE | $13,042 | $6,252+108.6% | $5,565+134.4% | $4,866+168.0% |
| Participant deferral / active EE | $7,668 | $5,507+39.2% | $4,895+56.6% | $5,352+43.3% |
| Admin fee / account holder | $91 | $13,580-99.3% | $11,612-99.2% | $9,541-99.1% |