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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 | $19,360 | $175,231-89.0% | $149,696-87.1% | $139,466-86.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | -8.51% | 166.77%-175.3pp | 134.46%-143.0pp | 373.66%-382.2pp |
| Employer contribution / active EE | $4,991 | $5,478-8.9% | $4,821+3.5% | $4,754+5.0% |
| Participant deferral / active EE | $10,780 | $6,521+65.3% | $5,682+89.7% | $6,712+60.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |