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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 | $39,574 | $138,075-71.3% | $123,552-68.0% | $135,379-70.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.16% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,391 | $5,152-53.6% | $4,628-48.3% | $4,779-50.0% |
| Participant deferral / active EE | $4,623 | $6,800-32.0% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $194 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |