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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 | $84,994 | $106,923-20.5% | $84,023+1.2% | $152,909-44.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -1.16% | 105.02%-106.2pp | 71.32%-72.5pp | 345.46%-346.6pp |
| Employer contribution / active EE | $16,580 | $2,735+506.1% | $1,984+735.7% | $4,764+248.0% |
| Participant deferral / active EE | $12,500 | $4,013+211.5% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |