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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 | $196,235 | $152,612+28.6% | $125,192+56.7% | $152,897+28.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -36.33% | 54.85%-91.2pp | 43.79%-80.1pp | 345.43%-381.8pp |
| Employer contribution / active EE | $25,000 | $4,947+405.3% | $3,866+546.7% | $4,764+424.8% |
| Participant deferral / active EE | $5,000 | $5,868-14.8% | $4,937+1.3% | $5,851-14.5% |
| Admin fee / account holder | $2 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |