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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 | $95,631 | $107,368-10.9% | $92,915+2.9% | $152,909-37.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -3.02% | 145.64%-148.7pp | 109.45%-112.5pp | 345.46%-348.5pp |
| Employer contribution / active EE | $3,749 | $4,222-11.2% | $3,653+2.6% | $4,764-21.3% |
| Participant deferral / active EE | $19,750 | $4,848+307.4% | $4,238+366.0% | $5,851+237.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |