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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 | $27,417 | $138,076-80.1% | $123,553-77.8% | $135,380-79.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.78% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $8,819 | $5,152+71.2% | $4,628+90.5% | $4,779+84.5% |
| Participant deferral / active EE | $3,719 | $6,800-45.3% | $6,426-42.1% | $5,609-33.7% |
| Admin fee / account holder | $276 | $10,917-97.5% | $9,284-97.0% | $10,828-97.5% |