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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 | $186,747 | $110,337+69.3% | $102,383+82.4% | $145,877+28.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -12.46% | 24.83%-37.3pp | 24.94%-37.4pp | 551.28%-563.7pp |
| Employer contribution / active EE | $3,419 | $4,216-18.9% | $3,870-11.7% | $4,663-26.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,391-98.7% | $13,402-99.2% |