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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 | $34,059 | $217,432-84.3% | $185,851-81.7% | $167,553-79.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -21.62% | 148.43%-170.1pp | 122.11%-143.7pp | 478.89%-500.5pp |
| Employer contribution / active EE | $10,600 | $5,874+80.4% | $5,168+105.1% | $4,840+119.0% |
| Participant deferral / active EE | $7,123 | $6,357+12.0% | $5,569+27.9% | $6,343+12.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |