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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 | $138,113 | $167,522-17.6% | $151,639-8.9% | $134,532+2.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -65.07% | 7.81%-72.9pp | 3.34%-68.4pp | 418.27%-483.3pp |
| Employer contribution / active EE | $3,725 | $6,828-45.4% | $6,165-39.6% | $4,741-21.4% |
| Participant deferral / active EE | $5,709 | $8,986-36.5% | $8,363-31.7% | $6,401-10.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |