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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 | $73,309 | $115,814-36.7% | $101,275-27.6% | $158,982-53.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.53% | 56.16%-56.7pp | 46.48%-47.0pp | 302.99%-303.5pp |
| Employer contribution / active EE | $25,000 | $4,176+498.7% | $3,660+583.0% | $4,763+424.9% |
| Participant deferral / active EE | $12,500 | $4,958+152.1% | $4,371+186.0% | $5,983+108.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |