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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 | $32,928 | $228,395-85.6% | $185,861-82.3% | $158,982-79.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -16.81% | 40.82%-57.6pp | 35.96%-52.8pp | 302.99%-319.8pp |
| Employer contribution / active EE | $10,742 | $4,968+116.2% | $4,088+162.8% | $4,763+125.5% |
| Participant deferral / active EE | $11,043 | $6,417+72.1% | $5,634+96.0% | $5,983+84.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |