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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 | $29,460 | $167,533-82.4% | $151,645-80.6% | $134,545-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -137.41% | 7.81%-145.2pp | 3.34%-140.7pp | 418.37%-555.8pp |
| Employer contribution / active EE | $8,954 | $6,828+31.1% | $6,165+45.2% | $4,742+88.8% |
| Participant deferral / active EE | $23,750 | $8,985+164.3% | $8,363+184.0% | $6,401+271.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |