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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 | $128,402 | $104,650+22.7% | $83,854+53.1% | $155,188-17.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | -11.57% | 28.97%-40.5pp | 31.39%-43.0pp | 148.84%-160.4pp |
| Employer contribution / active EE | $500 | $1,196-58.2% | $1,017-50.8% | $4,248-88.2% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |