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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 | $102,412 | $100,805+1.6% | $86,698+18.1% | $134,532-23.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -31.47% | 29.09%-60.6pp | 35.95%-67.4pp | 418.27%-449.7pp |
| Employer contribution / active EE | $38,500 | $3,490+1003.2% | $2,837+1257.2% | $4,741+712.1% |
| Participant deferral / active EE | $23,750 | $5,339+344.8% | $4,656+410.1% | $6,401+271.0% |
| Admin fee / account holder | $30 | $10,925-99.7% | $7,493-99.6% | $11,429-99.7% |