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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 | $32,501 | $138,076-76.5% | $123,553-73.7% | $135,380-76.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.03% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,680 | $5,152-48.0% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $4,468 | $6,800-34.3% | $6,426-30.5% | $5,609-20.4% |
| Admin fee / account holder | $267 | $10,917-97.6% | $9,284-97.1% | $10,828-97.5% |