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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 | $40,228 | $138,075-70.9% | $123,552-67.4% | $135,379-70.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.41% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,336 | $5,152-54.7% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $9,066 | $6,800+33.3% | $6,426+41.1% | $5,609+61.6% |
| Admin fee / account holder | $283 | $10,917-97.4% | $9,285-97.0% | $10,828-97.4% |