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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 | $100,272 | $138,076-27.4% | $123,553-18.8% | $135,380-25.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.09% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,080 | $5,152-79.0% | $4,628-76.7% | $4,779-77.4% |
| Participant deferral / active EE | $13,027 | $6,800+91.6% | $6,426+102.7% | $5,609+132.3% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |