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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 | $36,727 | $183,539-80.0% | $155,556-76.4% | $145,897-74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.92% | 61.31%-64.2pp | 64.84%-67.8pp | 552.29%-555.2pp |
| Employer contribution / active EE | $11,458 | $5,315+115.6% | $4,675+145.1% | $4,663+145.7% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |