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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 | $132,227 | $183,516-27.9% | $155,534-15.0% | $145,884-9.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.79% | 61.43%-68.2pp | 64.92%-71.7pp | 551.85%-558.6pp |
| Employer contribution / active EE | $1,910 | $5,315-64.1% | $4,675-59.1% | $4,662-59.0% |
| Participant deferral / active EE | $12,849 | $6,467+98.7% | $5,630+128.2% | $6,690+92.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |