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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 | $31,005 | $197,819-84.3% | $155,789-80.1% | $125,389-75.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.36% | 86.73%-92.1pp | 71.54%-76.9pp | 282.24%-287.6pp |
| Employer contribution / active EE | $2,554 | $4,850-47.4% | $3,839-33.5% | $4,866-47.5% |
| Participant deferral / active EE | $12,287 | $5,631+118.2% | $4,798+156.1% | $5,352+129.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |