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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 | $140,345 | $217,432-35.5% | $185,849-24.5% | $167,536-16.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -5.44% | 148.42%-153.9pp | 122.10%-127.5pp | 478.82%-484.3pp |
| Employer contribution / active EE | $2,046 | $5,875-65.2% | $5,169-60.4% | $4,839-57.7% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |