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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 | $64,348 | $138,075-53.4% | $123,552-47.9% | $135,379-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.87% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $3,965 | $5,152-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $4,750 | $6,800-30.1% | $6,426-26.1% | $5,609-15.3% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |