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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 | $37,250 | $138,072-73.0% | $123,549-69.9% | $135,382-72.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.43% | 153.69%-169.1pp | 119.20%-134.6pp | 519.77%-535.2pp |
| Employer contribution / active EE | $3,540 | $5,152-31.3% | $4,628-23.5% | $4,779-25.9% |
| Participant deferral / active EE | $12,271 | $6,799+80.5% | $6,426+91.0% | $5,609+118.8% |
| Admin fee / account holder | $138 | $10,917-98.7% | $9,284-98.5% | $10,829-98.7% |