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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 | $65,780 | $168,635-61.0% | $147,617-55.4% | $125,389-47.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.28% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $14,055 | $6,252+124.8% | $5,564+152.6% | $4,866+188.8% |
| Participant deferral / active EE | $4,500 | $5,507-18.3% | $4,895-8.1% | $5,352-15.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |