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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 | $46,668 | $138,076-66.2% | $123,553-62.2% | $135,380-65.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.62% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,943 | $5,152-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $10,124 | $6,800+48.9% | $6,426+57.5% | $5,609+80.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |