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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 | $81,174 | $95,979-15.4% | $74,551+8.9% | $135,380-40.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.14% | 56.97%-72.1pp | 32.53%-47.7pp | 519.81%-534.9pp |
| Employer contribution / active EE | $10,530 | $2,716+287.6% | $1,961+436.9% | $4,779+120.3% |
| Participant deferral / active EE | $5,833 | $3,844+51.8% | $3,108+87.7% | $5,609+4.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |