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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 | $62,629 | $138,072-54.6% | $123,549-49.3% | $135,382-53.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 153.69%-163.5pp | 119.20%-129.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $17,563 | $5,152+240.9% | $4,628+279.5% | $4,779+267.5% |
| Participant deferral / active EE | $6,225 | $6,799-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,284-99.1% | $10,829-99.3% |