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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 | $104,324 | $148,582-29.8% | $135,942-23.3% | $139,456-25.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -21.45% | 79.26%-100.7pp | 68.28%-89.7pp | 373.45%-394.9pp |
| Employer contribution / active EE | $7,712 | $5,245+47.1% | $4,858+58.8% | $4,753+62.3% |
| Participant deferral / active EE | $2,714 | $8,101-66.5% | $7,759-65.0% | $6,711-59.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |