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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 | $84,408 | $106,551-20.8% | $91,225-7.5% | $134,532-37.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.24% | 160.78%-182.0pp | 114.12%-135.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $6,316 | $3,331+89.6% | $2,851+121.5% | $4,741+33.2% |
| Participant deferral / active EE | $11,994 | $4,718+154.2% | $4,233+183.3% | $6,401+87.4% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |