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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 | $150,382 | $134,001+12.2% | $112,258+34.0% | $134,509+11.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.04% | 47.15%-75.2pp | 27.47%-55.5pp | 418.13%-446.2pp |
| Employer contribution / active EE | $15,675 | $4,039+288.1% | $3,636+331.2% | $4,741+230.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $68 | $7,491-99.1% | $6,411-98.9% | $11,427-99.4% |