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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 | $27,422 | $138,072-80.1% | $123,549-77.8% | $135,382-79.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -28.41% | 153.69%-182.1pp | 119.20%-147.6pp | 519.77%-548.2pp |
| Employer contribution / active EE | $15,846 | $5,152+207.6% | $4,628+242.4% | $4,779+231.6% |
| Participant deferral / active EE | $25,797 | $6,799+279.4% | $6,426+301.5% | $5,609+359.9% |
| Admin fee / account holder | $141 | $10,917-98.7% | $9,284-98.5% | $10,829-98.7% |