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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 | $49,173 | $160,059-69.3% | $140,019-64.9% | $135,380-63.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -14.40% | 911.48%-925.9pp | 651.17%-665.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $5,474 | $6,420-14.7% | $5,605-2.3% | $4,779+14.5% |
| Participant deferral / active EE | $14,700 | $7,641+92.4% | $6,927+112.2% | $5,609+162.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |