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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 | $127,844 | $83,337+53.4% | $67,834+88.5% | $273,972-53.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -4.72% | 259.45%-264.2pp | 138.47%-143.2pp | 41.46%-46.2pp |
| Employer contribution / active EE | $1,590 | $3,287-51.6% | $2,403-33.9% | $4,869-67.3% |
| Participant deferral / active EE | $2,697 | $4,088-34.0% | $3,160-14.6% | $5,287-49.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |