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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 | $95,558 | $93,098+2.6% | $77,081+24.0% | $134,509-29.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -36.51% | 62.63%-99.1pp | 42.33%-78.8pp | 418.13%-454.6pp |
| Employer contribution / active EE | $6,667 | $3,419+95.0% | $2,813+137.0% | $4,741+40.6% |
| Participant deferral / active EE | $13,500 | $5,239+157.7% | $4,428+204.9% | $6,400+110.9% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |