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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 | $28,212 | $138,076-79.6% | $123,553-77.2% | $135,380-79.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -27.54% | 153.70%-181.2pp | 119.21%-146.7pp | 519.81%-547.3pp |
| Employer contribution / active EE | $13,934 | $5,152+170.5% | $4,628+201.1% | $4,779+191.6% |
| Participant deferral / active EE | $7,033 | $6,800+3.4% | $6,426+9.4% | $5,609+25.4% |
| Admin fee / account holder | $178 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |