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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 | $137,160 | $117,433+16.8% | $99,475+37.9% | $152,897-10.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -12.12% | 31.87%-44.0pp | 30.72%-42.8pp | 345.43%-357.5pp |
| Employer contribution / active EE | $476 | $3,013-84.2% | $2,540-81.2% | $4,764-90.0% |
| Participant deferral / active EE | $727 | $4,086-82.2% | $3,619-79.9% | $5,851-87.6% |
| Admin fee / account holder | $5 | $7,634-99.9% | $6,252-99.9% | $11,599-100.0% |