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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 | $45,763 | $138,075-66.9% | $123,552-63.0% | $135,379-66.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.98% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $10,310 | $5,152+100.1% | $4,628+122.8% | $4,779+115.7% |
| Participant deferral / active EE | $9,000 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |