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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 | $138,484 | $112,121+23.5% | $95,960+44.3% | $158,966-12.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.16% | 171.16%-177.3pp | 91.63%-97.8pp | 302.95%-309.1pp |
| Employer contribution / active EE | $1,069 | $3,199-66.6% | $2,541-57.9% | $4,762-77.5% |
| Participant deferral / active EE | $2,660 | $4,784-44.4% | $4,167-36.2% | $5,983-55.5% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |