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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 | $29,174 | $138,076-78.9% | $123,553-76.4% | $135,380-78.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.96% | 153.70%-172.7pp | 119.21%-138.2pp | 519.81%-538.8pp |
| Employer contribution / active EE | $4,342 | $5,152-15.7% | $4,628-6.2% | $4,779-9.2% |
| Participant deferral / active EE | $10,730 | $6,800+57.8% | $6,426+67.0% | $5,609+91.3% |
| Admin fee / account holder | $197 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |