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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 | $61,917 | $138,076-55.2% | $123,553-49.9% | $135,380-54.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.00% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $11,541 | $5,152+124.0% | $4,628+149.4% | $4,779+141.5% |
| Participant deferral / active EE | $12,850 | $6,800+89.0% | $6,426+100.0% | $5,609+129.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |