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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 | $52,211 | $138,072-62.2% | $123,549-57.7% | $135,382-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.15% | 153.69%-164.8pp | 119.20%-130.3pp | 519.77%-530.9pp |
| Employer contribution / active EE | $2,402 | $5,152-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $11,769 | $6,799+73.1% | $6,426+83.2% | $5,609+109.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |