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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 | $205,960 | $138,075+49.2% | $123,552+66.7% | $135,379+52.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.69% | 153.70%-168.4pp | 119.20%-133.9pp | 519.79%-534.5pp |
| Employer contribution / active EE | $25,000 | $5,152+385.3% | $4,628+440.2% | $4,779+423.1% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |