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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 | $26,427 | $138,075-80.9% | $123,552-78.6% | $135,379-80.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -40.63% | 153.70%-194.3pp | 119.20%-159.8pp | 519.79%-560.4pp |
| Employer contribution / active EE | $14,172 | $5,152+175.1% | $4,628+206.2% | $4,779+196.6% |
| Participant deferral / active EE | $8,000 | $6,800+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |