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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 | $37,228 | $107,363-65.3% | $92,909-59.9% | $152,897-75.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -20.36% | 145.63%-166.0pp | 109.44%-129.8pp | 345.43%-365.8pp |
| Employer contribution / active EE | $12,646 | $4,222+199.5% | $3,653+246.1% | $4,764+165.5% |
| Participant deferral / active EE | $7,700 | $4,848+58.8% | $4,238+81.7% | $5,851+31.6% |
| Admin fee / account holder | $85 | $7,082-98.8% | $5,795-98.5% | $11,599-99.3% |