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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 | $75,251 | $135,645-44.5% | $110,243-31.7% | $135,380-44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.88% | 513.24%-526.1pp | 314.76%-327.6pp | 519.81%-532.7pp |
| Employer contribution / active EE | $19,326 | $4,907+293.9% | $3,827+405.0% | $4,779+304.4% |
| Participant deferral / active EE | $13,066 | $5,507+137.3% | $4,672+179.7% | $5,609+133.0% |
| Admin fee / account holder | $269 | $11,458-97.7% | $8,548-96.9% | $10,828-97.5% |