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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 | $117,318 | $134,001-12.5% | $112,258+4.5% | $134,509-12.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.18% | 47.15%-72.3pp | 27.47%-52.6pp | 418.13%-443.3pp |
| Employer contribution / active EE | $2,812 | $4,039-30.4% | $3,636-22.7% | $4,741-40.7% |
| Participant deferral / active EE | $14,150 | $5,291+167.4% | $4,728+199.3% | $6,400+121.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |