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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 | $57,403 | $175,231-67.2% | $149,696-61.7% | $139,466-58.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -3.54% | 166.77%-170.3pp | 134.46%-138.0pp | 373.66%-377.2pp |
| Employer contribution / active EE | $16,419 | $5,478+199.7% | $4,821+240.6% | $4,754+245.4% |
| Participant deferral / active EE | $10,800 | $6,521+65.6% | $5,682+90.1% | $6,712+60.9% |
| Admin fee / account holder | $235 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |