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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 | $26,962 | $138,075-80.5% | $123,552-78.2% | $135,379-80.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.64% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $4,050 | $5,152-21.4% | $4,628-12.5% | $4,779-15.3% |
| Participant deferral / active EE | $10,163 | $6,800+49.5% | $6,426+58.2% | $5,609+81.2% |
| Admin fee / account holder | $153 | $10,917-98.6% | $9,285-98.4% | $10,828-98.6% |