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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 | $73,960 | $90,320-18.1% | $59,496+24.3% | $125,389-41.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -9.81% | 369.13%-378.9pp | 182.05%-191.9pp | 282.24%-292.1pp |
| Employer contribution / active EE | $10,141 | $1,792+466.0% | $1,153+779.6% | $4,866+108.4% |
| Participant deferral / active EE | $9,097 | $2,716+234.9% | $1,829+397.3% | $5,352+70.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |