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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 | $34,226 | $138,076-75.2% | $123,553-72.3% | $135,380-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.15% | 153.70%-168.9pp | 119.21%-134.4pp | 519.81%-535.0pp |
| Employer contribution / active EE | $3,276 | $5,152-36.4% | $4,628-29.2% | $4,779-31.5% |
| Participant deferral / active EE | $13,448 | $6,800+97.8% | $6,426+109.3% | $5,609+139.7% |
| Admin fee / account holder | $238 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |