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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 | $38,362 | $138,075-72.2% | $123,552-69.0% | $135,379-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.73% | 153.70%-167.4pp | 119.20%-132.9pp | 519.79%-533.5pp |
| Employer contribution / active EE | $4,686 | $5,152-9.0% | $4,628+1.2% | $4,779-1.9% |
| Participant deferral / active EE | $12,034 | $6,800+77.0% | $6,426+87.3% | $5,609+114.5% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |