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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 | $134,421 | $100,805+33.3% | $86,698+55.0% | $134,532-0.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -33.23% | 29.09%-62.3pp | 35.95%-69.2pp | 418.27%-451.5pp |
| Employer contribution / active EE | $3,212 | $3,490-8.0% | $2,837+13.2% | $4,741-32.3% |
| Participant deferral / active EE | $6,473 | $5,339+21.2% | $4,656+39.0% | $6,401+1.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |