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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 | $42,766 | $138,076-69.0% | $123,553-65.4% | $135,380-68.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.56% | 153.70%-168.3pp | 119.21%-133.8pp | 519.81%-534.4pp |
| Employer contribution / active EE | $13,888 | $5,152+169.6% | $4,628+200.1% | $4,779+190.6% |
| Participant deferral / active EE | $9,341 | $6,800+37.4% | $6,426+45.4% | $5,609+66.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |