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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 | $93,234 | $275,752-66.2% | $256,809-63.7% | $198,609-53.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -36.76% | 34.81%-71.6pp | 32.73%-69.5pp | 202.70%-239.5pp |
| Employer contribution / active EE | $27,250 | $7,721+252.9% | $7,263+275.2% | $5,055+439.0% |
| Participant deferral / active EE | $27,250 | $10,037+171.5% | $9,520+186.2% | $6,977+290.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |