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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 | $136,096 | $227,633-40.2% | $189,597-28.2% | $167,553-18.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -44.06% | 78.45%-122.5pp | 64.20%-108.3pp | 478.89%-523.0pp |
| Employer contribution / active EE | $4,500 | $5,317-15.4% | $4,412+2.0% | $4,840-7.0% |
| Participant deferral / active EE | $19,500 | $7,003+178.5% | $6,174+215.8% | $6,343+207.4% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |