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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 | $51,745 | $87,546-40.9% | $75,784-31.7% | $125,389-58.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -206.25% | 13.49%-219.7pp | 9.68%-215.9pp | 282.24%-488.5pp |
| Employer contribution / active EE | $52,000 | $3,930+1223.1% | $3,323+1464.7% | $4,866+968.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $170 | $6,503-97.4% | $5,300-96.8% | $9,541-98.2% |