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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 | $62,714 | $176,105-64.4% | $159,474-60.7% | $167,536-62.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.38% | 331.91%-334.3pp | 263.68%-266.1pp | 478.82%-481.2pp |
| Employer contribution / active EE | $26,515 | $5,299+400.4% | $4,831+448.9% | $4,839+447.9% |
| Participant deferral / active EE | $12,092 | $7,751+56.0% | $7,353+64.4% | $6,342+90.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |