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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 | $176,511 | $817,678-78.4% | $392,568-55.0% | $152,897+15.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | -0.69% | 22.84%-23.5pp | 24.42%-25.1pp | 345.43%-346.1pp |
| Employer contribution / active EE | $1,920 | $5,502-65.1% | $3,783-49.2% | $4,764-59.7% |
| Participant deferral / active EE | $2,400 | $8,398-71.4% | $5,985-59.9% | $5,851-59.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |