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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 | $201,426 | $107,809+86.8% | $90,657+122.2% | $135,380+48.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -16.79% | -0.90%-15.9pp | 1.89%-18.7pp | 519.81%-536.6pp |
| Employer contribution / active EE | $2,250 | $3,018-25.4% | $2,532-11.1% | $4,779-52.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $5,931-99.9% | $4,994-99.8% | $10,828-99.9% |