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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 | $59,147 | $138,076-57.2% | $123,553-52.1% | $135,380-56.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.67% | 153.70%-170.4pp | 119.21%-135.9pp | 519.81%-536.5pp |
| Employer contribution / active EE | $19,011 | $5,152+269.0% | $4,628+310.8% | $4,779+297.8% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |