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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 | $175,622 | $112,121+56.6% | $95,960+83.0% | $158,966+10.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.58% | 171.16%-176.7pp | 91.63%-97.2pp | 302.95%-308.5pp |
| Employer contribution / active EE | $3,199 | $3,1990% | $2,541+25.9% | $4,762-32.8% |
| Participant deferral / active EE | $7,738 | $4,784+61.7% | $4,167+85.7% | $5,983+29.3% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |