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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 | $59,323 | $168,635-64.8% | $147,617-59.8% | $125,389-52.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.61% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $39,424 | $6,252+530.6% | $5,564+608.5% | $4,866+710.2% |
| Participant deferral / active EE | $33,500 | $5,507+508.3% | $4,895+584.3% | $5,352+526.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |