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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 | $52,386 | $168,635-68.9% | $147,617-64.5% | $125,389-58.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.08% | 77.65%-90.7pp | 61.98%-75.1pp | 282.24%-295.3pp |
| Employer contribution / active EE | $2,853 | $6,252-54.4% | $5,564-48.7% | $4,866-41.4% |
| Participant deferral / active EE | $11,250 | $5,507+104.3% | $4,895+129.8% | $5,352+110.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |