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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 | $48,868 | $157,304-68.9% | $141,197-65.4% | $152,909-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -15.88% | 64.34%-80.2pp | 71.41%-87.3pp | 345.46%-361.3pp |
| Employer contribution / active EE | $6,572 | $5,263+24.9% | $4,736+38.8% | $4,764+38.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |