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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 | $32,750 | $168,635-80.6% | $147,617-77.8% | $125,389-73.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.32% | 77.65%-86.0pp | 61.98%-70.3pp | 282.24%-290.6pp |
| Employer contribution / active EE | $11,738 | $6,252+87.7% | $5,564+111.0% | $4,866+141.2% |
| Participant deferral / active EE | $5,556 | $5,507+0.9% | $4,895+13.5% | $5,352+3.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |