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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 | $17,158 | $183,592-90.7% | $155,574-89.0% | $145,877-88.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.45% | 61.37%-64.8pp | 64.87%-68.3pp | 551.28%-554.7pp |
| Employer contribution / active EE | $1,099 | $5,317-79.3% | $4,676-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $7,113 | $6,466+10.0% | $5,629+26.3% | $6,691+6.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |