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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 | $31,831 | $183,539-82.7% | $155,556-79.5% | $145,897-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.78% | 61.31%-68.1pp | 64.84%-71.6pp | 552.29%-559.1pp |
| Employer contribution / active EE | $9,714 | $5,315+82.8% | $4,675+107.8% | $4,663+108.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |