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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 | $176,750 | $58,828+200.5% | $78,002+126.6% | $62,881+181.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -3.17% | 17.16%-20.3pp | 425.99%-429.2pp | 20.14%-23.3pp |
| Employer contribution / active EE | $25,559 | $1,672+1428.9% | $2,470+934.7% | $2,281+1020.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |