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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 | $181,098 | $67,372+168.8% | $60,906+197.3% | $134,532+34.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.10% | 50.05%-75.1pp | 16.94%-42.0pp | 418.27%-443.4pp |
| Employer contribution / active EE | $2,400 | $3,099-22.6% | $2,703-11.2% | $4,741-49.4% |
| Participant deferral / active EE | $6,000 | $4,532+32.4% | $3,814+57.3% | $6,401-6.3% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |