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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 | $39,308 | $135,645-71.0% | $110,243-64.3% | $135,380-71.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.01% | 513.24%-526.2pp | 314.76%-327.8pp | 519.81%-532.8pp |
| Employer contribution / active EE | $11,647 | $4,907+137.4% | $3,827+204.4% | $4,779+143.7% |
| Participant deferral / active EE | $12,004 | $5,507+118.0% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $197 | $11,458-98.3% | $8,548-97.7% | $10,828-98.2% |