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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 | $48,048 | $135,639-64.6% | $110,241-56.4% | $135,382-64.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.91% | 513.21%-523.1pp | 314.75%-324.7pp | 519.77%-529.7pp |
| Employer contribution / active EE | $6,600 | $4,907+34.5% | $3,827+72.5% | $4,779+38.1% |
| Participant deferral / active EE | $12,377 | $5,507+124.8% | $4,672+164.9% | $5,609+120.7% |
| Admin fee / account holder | $111 | $11,457-99.0% | $8,548-98.7% | $10,829-99.0% |