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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 | $76,140 | $138,076-44.9% | $123,553-38.4% | $135,380-43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.37% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $3,866 | $5,152-25.0% | $4,628-16.5% | $4,779-19.1% |
| Participant deferral / active EE | $12,333 | $6,800+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |