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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 | $40,444 | $113,941-64.5% | $94,229-57.1% | $125,389-67.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -199.34% | 5.29%-204.6pp | 10.68%-210.0pp | 282.24%-481.6pp |
| Employer contribution / active EE | $28,923 | $4,727+511.8% | $3,587+706.4% | $4,866+494.4% |
| Participant deferral / active EE | $12,272 | $5,179+137.0% | $4,320+184.1% | $5,352+129.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |