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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 | $37,995 | $78,694-51.7% | $67,653-43.8% | $125,388-69.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.88% | 9.46%-14.3pp | 6625.22%-6630.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $5,418 | $3,044+78.0% | $2,266+139.1% | $4,866+11.3% |
| Participant deferral / active EE | $9,350 | $4,292+117.8% | $3,560+162.7% | $5,352+74.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |