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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 | $112,118 | $69,118+62.2% | $53,647+109.0% | $138,895-19.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -7.58% | 248.26%-255.8pp | 358.33%-365.9pp | 145.39%-153.0pp |
| Employer contribution / active EE | $1,400 | $1,189+17.7% | $962+45.5% | $4,194-66.6% |
| Participant deferral / active EE | $2,100 | $2,274-7.7% | $1,813+15.8% | $6,396-67.2% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |