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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 | $59,877 | $138,076-56.6% | $123,553-51.5% | $135,380-55.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.57% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $2,310 | $5,152-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $15,000 | $6,800+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |