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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 | $190,515 | $118,875+60.3% | $96,572+97.3% | $167,553+13.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -8.48% | 50.50%-59.0pp | 37.79%-46.3pp | 478.89%-487.4pp |
| Employer contribution / active EE | $10,000 | $3,121+220.4% | $2,357+324.2% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6 | $8,070-99.9% | $6,183-99.9% | $12,316-100.0% |