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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 | $44,242 | $138,072-68.0% | $123,549-64.2% | $135,382-67.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.29% | 153.69%-169.0pp | 119.20%-134.5pp | 519.77%-535.1pp |
| Employer contribution / active EE | $21,042 | $5,152+308.5% | $4,628+354.7% | $4,779+340.3% |
| Participant deferral / active EE | $16,000 | $6,799+135.3% | $6,426+149.0% | $5,609+185.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |