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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 | $39,052 | $135,645-71.2% | $110,243-64.6% | $135,380-71.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.03% | 513.24%-524.3pp | 314.76%-325.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $15,551 | $4,907+216.9% | $3,827+306.4% | $4,779+225.4% |
| Participant deferral / active EE | $12,183 | $5,507+121.2% | $4,672+160.8% | $5,609+117.2% |
| Admin fee / account holder | $9 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |