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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 | $186,995 | $157,829+18.5% | $136,867+36.6% | $198,609-5.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -1.71% | 51.25%-53.0pp | 42.97%-44.7pp | 202.70%-204.4pp |
| Employer contribution / active EE | $1,000 | $3,923-74.5% | $3,547-71.8% | $5,055-80.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $148 | $11,107-98.7% | $10,340-98.6% | $19,030-99.2% |