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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 | $171,839 | $127,790+34.5% | $106,555+61.3% | $167,536+2.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -10.36% | 33.88%-44.2pp | 26.80%-37.2pp | 478.82%-489.2pp |
| Employer contribution / active EE | $1,001 | $3,428-70.8% | $2,819-64.5% | $4,839-79.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $224 | $11,229-98.0% | $7,408-97.0% | $12,315-98.2% |