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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 | $163,070 | $95,917+70.0% | $79,583+104.9% | $134,545+21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -39.18% | -2.70%-36.5pp | 0.16%-39.3pp | 418.37%-457.6pp |
| Employer contribution / active EE | $10,642 | $3,129+240.1% | $2,414+340.9% | $4,742+124.4% |
| Participant deferral / active EE | $13,500 | $4,694+187.6% | $3,986+238.7% | $6,401+110.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |