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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 | $83,677 | $160,040-47.7% | $147,096-43.1% | $145,877-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -38.16% | 98.49%-136.7pp | 419.75%-457.9pp | 551.28%-589.4pp |
| Employer contribution / active EE | $1,515 | $5,289-71.4% | $4,936-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |