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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 | $69,096 | $115,810-40.3% | $101,271-31.8% | $158,966-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -11.30% | 56.15%-67.5pp | 46.48%-57.8pp | 302.95%-314.2pp |
| Employer contribution / active EE | $16,713 | $4,175+300.3% | $3,660+356.6% | $4,762+250.9% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |