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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 | $39,398 | $135,645-71.0% | $110,243-64.3% | $135,380-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -15.09% | 513.24%-528.3pp | 314.76%-329.9pp | 519.81%-534.9pp |
| Employer contribution / active EE | $13,253 | $4,907+170.1% | $3,827+246.3% | $4,779+177.3% |
| Participant deferral / active EE | $11,793 | $5,507+114.1% | $4,672+152.4% | $5,609+110.3% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |