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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 | $162,872 | $140,578+15.9% | $100,671+61.8% | $125,389+29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.97% | 24.67%-30.6pp | 20.43%-26.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $31,533 | $5,965+428.6% | $4,012+685.9% | $4,866+548.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3 | $6,716-100.0% | $4,850-99.9% | $9,541-100.0% |