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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 | $154,076 | $131,835+16.9% | $108,582+41.9% | $273,972-43.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.93% | -91.57%+90.6pp | -51.70%+50.8pp | 41.46%-42.4pp |
| Employer contribution / active EE | $25,958 | $4,913+428.4% | $3,758+590.7% | $4,869+433.1% |
| Participant deferral / active EE | $8,000 | $5,127+56.0% | $4,311+85.6% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |