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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 | $171,925 | $111,878+53.7% | $93,727+83.4% | $145,897+17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -11.91% | 204.28%-216.2pp | 133.83%-145.7pp | 552.29%-564.2pp |
| Employer contribution / active EE | $14,277 | $3,092+361.7% | $2,421+489.6% | $4,663+206.2% |
| Participant deferral / active EE | $6,527 | $4,920+32.6% | $4,417+47.8% | $6,689-2.4% |
| Admin fee / account holder | $30 | $10,256-99.7% | $8,292-99.6% | $13,390-99.8% |