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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 | $30,327 | $168,635-82.0% | $147,617-79.5% | $125,389-75.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -10.08% | 77.65%-87.7pp | 61.98%-72.1pp | 282.24%-292.3pp |
| Employer contribution / active EE | $9,873 | $6,252+57.9% | $5,564+77.4% | $4,866+102.9% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $160 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |