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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 | $36,151 | $138,075-73.8% | $123,552-70.7% | $135,379-73.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.49% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $3,932 | $5,152-23.7% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $11,250 | $6,800+65.5% | $6,426+75.1% | $5,609+100.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |