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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 | $123,840 | $106,918+15.8% | $84,021+47.4% | $152,897-19.0% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | -11.19% | 105.01%-116.2pp | 71.32%-82.5pp | 345.43%-356.6pp |
| Employer contribution / active EE | $1,503 | $2,735-45.1% | $1,984-24.2% | $4,764-68.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |