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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 | $32,394 | $138,076-76.5% | $123,553-73.8% | $135,380-76.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.37% | 153.70%-165.1pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $5,840 | $5,152+13.4% | $4,628+26.2% | $4,779+22.2% |
| Participant deferral / active EE | $6,167 | $6,800-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |