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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 | $67,352+168.9% | $60,899+197.4% | $134,509+34.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.10% | 49.99%-75.1pp | 16.92%-42.0pp | 418.13%-443.2pp |
| Employer contribution / active EE | $2,400 | $3,098-22.5% | $2,702-11.2% | $4,741-49.4% |
| Participant deferral / active EE | $6,000 | $4,539+32.2% | $3,817+57.2% | $6,400-6.3% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |