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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 | $52,358 | $135,639-61.4% | $110,241-52.5% | $135,382-61.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.50% | 513.21%-523.7pp | 314.75%-325.3pp | 519.77%-530.3pp |
| Employer contribution / active EE | $10,887 | $4,907+121.9% | $3,827+184.5% | $4,779+127.8% |
| Participant deferral / active EE | $13,000 | $5,507+136.1% | $4,672+178.3% | $5,609+131.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |