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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 | $68,158 | $138,072-50.6% | $123,549-44.8% | $135,382-49.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.74% | 153.69%-163.4pp | 119.20%-128.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $3,686 | $5,152-28.4% | $4,628-20.3% | $4,779-22.9% |
| Participant deferral / active EE | $7,358 | $6,799+8.2% | $6,426+14.5% | $5,609+31.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |