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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 | $57,566 | $138,076-58.3% | $123,553-53.4% | $135,380-57.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.09% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $7,307 | $5,152+41.8% | $4,628+57.9% | $4,779+52.9% |
| Participant deferral / active EE | $9,438 | $6,800+38.8% | $6,426+46.9% | $5,609+68.3% |
| Admin fee / account holder | $4 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |