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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 | $102,344 | $78,694+30.1% | $67,652+51.3% | $125,389-18.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -10.27% | 9.46%-19.7pp | 6625.40%-6635.7pp | 282.24%-292.5pp |
| Employer contribution / active EE | $1,686 | $3,044-44.6% | $2,266-25.6% | $4,866-65.4% |
| Participant deferral / active EE | $5,529 | $4,292+28.8% | $3,560+55.3% | $5,352+3.3% |
| Admin fee / account holder | $10 | $7,403-99.9% | $4,821-99.8% | $9,541-99.9% |