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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 | $56,069 | $168,635-66.8% | $147,617-62.0% | $125,389-55.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -11.60% | 77.65%-89.3pp | 61.98%-73.6pp | 282.24%-293.8pp |
| Employer contribution / active EE | $2,551 | $6,252-59.2% | $5,564-54.2% | $4,866-47.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,612-98.4% | $9,541-98.0% |