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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 | $35,634 | $138,076-74.2% | $123,553-71.2% | $135,380-73.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -25.19% | 153.70%-178.9pp | 119.21%-144.4pp | 519.81%-545.0pp |
| Employer contribution / active EE | $13,358 | $5,152+159.3% | $4,628+188.6% | $4,779+179.5% |
| Participant deferral / active EE | $18,272 | $6,800+168.7% | $6,426+184.4% | $5,609+225.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |