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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 | $47,280 | $138,078-65.8% | $125,363-62.3% | $134,509-64.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.02% | 750.49%-779.5pp | 572.15%-601.2pp | 418.13%-447.2pp |
| Employer contribution / active EE | $1,669 | $5,245-68.2% | $4,815-65.3% | $4,741-64.8% |
| Participant deferral / active EE | $8,896 | $7,800+14.1% | $7,447+19.5% | $6,400+39.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |