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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 | $184,572 | $131,835+40.0% | $108,582+70.0% | $273,972-32.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.13% | -91.57%+91.7pp | -51.70%+51.8pp | 41.46%-41.3pp |
| Employer contribution / active EE | $4,125 | $4,913-16.0% | $3,758+9.8% | $4,869-15.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |