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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 | $105,568 | $118,877-11.2% | $96,570+9.3% | $167,536-37.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.22% | 50.50%-50.3pp | 37.79%-37.6pp | 478.82%-478.6pp |
| Employer contribution / active EE | $19,771 | $3,121+533.5% | $2,357+738.8% | $4,839+308.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |