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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 | $62,354 | $162,781-61.7% | $133,956-53.5% | $158,931-60.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.30% | 41.94%-43.2pp | 45.09%-46.4pp | 302.86%-304.2pp |
| Employer contribution / active EE | $2,167 | $4,975-56.5% | $3,919-44.7% | $4,761-54.5% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |