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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 | $53,870 | $138,075-61.0% | $123,552-56.4% | $135,379-60.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.30% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $15,475 | $5,152+200.4% | $4,628+234.4% | $4,779+223.8% |
| Participant deferral / active EE | $10,750 | $6,800+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $160 | $10,917-98.5% | $9,285-98.3% | $10,828-98.5% |