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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 | $52,800 | $160,028-67.0% | $147,080-64.1% | $145,884-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -26.80% | 98.60%-125.4pp | 420.17%-447.0pp | 551.85%-578.7pp |
| Employer contribution / active EE | $5,580 | $5,286+5.6% | $4,933+13.1% | $4,662+19.7% |
| Participant deferral / active EE | $20,612 | $8,422+144.7% | $8,066+155.5% | $6,690+208.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |