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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 | $211,833 | $115,814+82.9% | $101,275+109.2% | $158,982+33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.08% | 56.16%-59.2pp | 46.48%-49.6pp | 302.99%-306.1pp |
| Employer contribution / active EE | $4,776 | $4,176+14.4% | $3,660+30.5% | $4,763+0.3% |
| Participant deferral / active EE | $2,500 | $4,958-49.6% | $4,371-42.8% | $5,983-58.2% |
| Admin fee / account holder | $1 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |