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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 | $115,281 | $95,979+20.1% | $74,551+54.6% | $135,380-14.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.30% | 56.97%-66.3pp | 32.53%-41.8pp | 519.81%-529.1pp |
| Employer contribution / active EE | $15,250 | $2,716+461.4% | $1,961+677.7% | $4,779+219.1% |
| Participant deferral / active EE | $18,000 | $3,844+368.3% | $3,108+479.1% | $5,609+220.9% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |