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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 | $48,914 | $135,645-63.9% | $110,243-55.6% | $135,380-63.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.46% | 513.24%-522.7pp | 314.76%-324.2pp | 519.81%-529.3pp |
| Employer contribution / active EE | $9,322 | $4,907+90.0% | $3,827+143.6% | $4,779+95.1% |
| Participant deferral / active EE | $4,637 | $5,507-15.8% | $4,672-0.8% | $5,609-17.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |