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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 | $32,347 | $148,629-78.2% | $135,982-76.2% | $139,487-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -1.27% | 79.33%-80.6pp | 68.32%-69.6pp | 373.84%-375.1pp |
| Employer contribution / active EE | $9,775 | $5,247+86.3% | $4,859+101.2% | $4,755+105.6% |
| Participant deferral / active EE | $11,835 | $8,102+46.1% | $7,760+52.5% | $6,713+76.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |