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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 | $109,204 | $100,073+9.1% | $85,126+28.3% | $145,877-25.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -28.63% | 84.11%-112.7pp | 66.63%-95.3pp | 551.28%-579.9pp |
| Employer contribution / active EE | $3,659 | $3,236+13.0% | $2,731+33.9% | $4,663-21.5% |
| Participant deferral / active EE | $16,820 | $5,294+217.7% | $4,523+271.9% | $6,691+151.4% |
| Admin fee / account holder | $145 | $7,261-98.0% | $6,160-97.6% | $13,402-98.9% |