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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 | $132,280 | $102,938+28.5% | $94,105+40.6% | $138,895-4.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -6.66% | 250.28%-256.9pp | 204.55%-211.2pp | 145.39%-152.1pp |
| Employer contribution / active EE | $1,500 | $2,732-45.1% | $2,504-40.1% | $4,194-64.2% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |