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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 | $24,491 | $138,076-82.3% | $123,553-80.2% | $135,380-81.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.03% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $6,232 | $5,152+21.0% | $4,628+34.7% | $4,779+30.4% |
| Participant deferral / active EE | $6,149 | $6,800-9.6% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $59 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |