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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 | $139,068 | $110,240+26.2% | $96,544+44.0% | $139,487-0.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -29.07% | 26.41%-55.5pp | 25.88%-54.9pp | 373.84%-402.9pp |
| Employer contribution / active EE | $5,726 | $3,622+58.1% | $2,966+93.0% | $4,755+20.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |