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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 | $68,026 | $165,361-58.9% | $149,715-54.6% | $158,950-57.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -27.20% | 348.24%-375.4pp | 276.66%-303.9pp | 302.91%-330.1pp |
| Employer contribution / active EE | $13,186 | $5,103+158.4% | $4,645+183.9% | $4,762+176.9% |
| Participant deferral / active EE | $8,560 | $7,182+19.2% | $6,842+25.1% | $5,983+43.1% |
| Admin fee / account holder | $66 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |