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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 | $234,144 | $97,732+139.6% | $83,831+179.3% | $135,380+73.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.22% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $11,601 | $4,222+174.8% | $3,631+219.5% | $4,779+142.8% |
| Participant deferral / active EE | $11,285 | $4,683+141.0% | $4,082+176.5% | $5,609+101.2% |
| Admin fee / account holder | $84 | $6,675-98.7% | $5,479-98.5% | $10,828-99.2% |