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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 | $61,941 | $183,592-66.3% | $155,567-60.2% | $145,959-57.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -12.31% | 61.24%-73.5pp | 64.74%-77.0pp | 561.95%-574.3pp |
| Employer contribution / active EE | $23,750 | $5,315+346.9% | $4,674+408.1% | $4,661+409.6% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |