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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 | $24,296 | $138,076-82.4% | $123,553-80.3% | $135,380-82.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.67% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,180 | $5,152-38.3% | $4,628-31.3% | $4,779-33.5% |
| Participant deferral / active EE | $4,625 | $6,800-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |