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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 | $28,766 | $138,076-79.2% | $123,553-76.7% | $135,380-78.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.39% | 153.70%-171.1pp | 119.21%-136.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $6,341 | $5,152+23.1% | $4,628+37.0% | $4,779+32.7% |
| Participant deferral / active EE | $10,696 | $6,800+57.3% | $6,426+66.4% | $5,609+90.7% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |