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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 | $177,137 | $132,634+33.6% | $115,768+53.0% | $137,256+29.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -12.96% | 160.70%-173.7pp | 100.46%-113.4pp | 220.34%-233.3pp |
| Employer contribution / active EE | $2,080 | $3,360-38.1% | $2,940-29.2% | $4,156-50.0% |
| Participant deferral / active EE | $2,356 | $5,619-58.1% | $4,917-52.1% | $6,407-63.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |