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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 | $94,023 | $56,197+67.3% | $67,652+39.0% | $59,633+57.7% |
| Participation rate | 84.3% | 71.5%+12.8pp | 75.7%+8.6pp | 68.7%+15.6pp |
| Annual return | -3.26% | 18508.10%-18511.4pp | 6625.40%-6628.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,380 | $2,844+54.0% | $3,560+23.0% | $3,192+37.2% |
| Admin fee / account holder | $190 | $3,958-95.2% | $4,821-96.1% | $4,297-95.6% |