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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 | $33,954 | $138,072-75.4% | $123,549-72.5% | $135,382-74.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.93% | 153.69%-163.6pp | 119.20%-129.1pp | 519.77%-529.7pp |
| Employer contribution / active EE | $13,043 | $5,152+153.2% | $4,628+181.8% | $4,779+172.9% |
| Participant deferral / active EE | $6,088 | $6,799-10.5% | $6,426-5.3% | $5,609+8.5% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |