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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 | $113,009 | $190,879-40.8% | $160,009-29.4% | $134,532-16.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.80% | 552.63%-573.4pp | 408.85%-429.6pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,189 | $4,995-56.2% | $4,225-48.2% | $4,741-53.8% |
| Participant deferral / active EE | $10,444 | $6,924+50.8% | $6,183+68.9% | $6,401+63.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |