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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 | $55,890 | $115,814-51.7% | $101,275-44.8% | $158,982-64.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.35% | 56.16%-56.5pp | 46.48%-46.8pp | 302.99%-303.3pp |
| Employer contribution / active EE | $27,417 | $4,176+556.6% | $3,660+649.1% | $4,763+475.6% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |