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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 | $62,032 | $95,975-35.4% | $74,549-16.8% | $135,379-54.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.90% | 56.96%-69.9pp | 32.53%-45.4pp | 519.79%-532.7pp |
| Employer contribution / active EE | $8,861 | $2,716+226.2% | $1,961+351.9% | $4,779+85.4% |
| Participant deferral / active EE | $5,797 | $3,844+50.8% | $3,108+86.5% | $5,609+3.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |