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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 | $173,197 | $93,346+85.5% | $71,796+141.2% | $273,972-36.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.23% | 130.39%-132.6pp | 78.04%-80.3pp | 41.46%-43.7pp |
| Employer contribution / active EE | $23,804 | $2,733+770.9% | $1,924+1136.9% | $4,869+388.9% |
| Participant deferral / active EE | $12,000 | $3,475+245.3% | $2,794+329.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |