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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 | $56,032 | $138,076-59.4% | $123,553-54.6% | $135,380-58.6% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -10.14% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $15,572 | $5,152+202.3% | $4,628+236.5% | $4,779+225.8% |
| Participant deferral / active EE | $9,490 | $6,800+39.6% | $6,426+47.7% | $5,609+69.2% |
| Admin fee / account holder | $75 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |