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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 | $74,854 | $160,040-53.2% | $147,096-49.1% | $145,877-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.21% | 98.49%-104.7pp | 419.75%-426.0pp | 551.28%-557.5pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,936-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,691+203.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |