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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 | $29,162 | $138,076-78.9% | $123,553-76.4% | $135,380-78.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.73% | 153.70%-175.4pp | 119.21%-140.9pp | 519.81%-541.5pp |
| Employer contribution / active EE | $10,800 | $5,152+109.6% | $4,628+133.4% | $4,779+126.0% |
| Participant deferral / active EE | $9,983 | $6,800+46.8% | $6,426+55.4% | $5,609+78.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |