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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 | $21,167 | $138,072-84.7% | $123,549-82.9% | $135,382-84.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.40% | 153.69%-167.1pp | 119.20%-132.6pp | 519.77%-533.2pp |
| Employer contribution / active EE | $3,367 | $5,152-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $11,744 | $6,799+72.7% | $6,426+82.8% | $5,609+109.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |