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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 | $59,907 | $152,591-60.7% | $117,529-49.0% | $134,545-55.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.52% | 53.04%-83.6pp | 29.77%-60.3pp | 418.37%-448.9pp |
| Employer contribution / active EE | $9,280 | $5,576+66.4% | $4,179+122.0% | $4,742+95.7% |
| Participant deferral / active EE | $10,250 | $4,821+112.6% | $4,072+151.7% | $6,401+60.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |