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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 | $235,711 | $105,145+124.2% | $94,664+149.0% | $139,466+69.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -9.08% | 38.09%-47.2pp | 156.84%-165.9pp | 373.66%-382.7pp |
| Employer contribution / active EE | $22,245 | $4,107+441.6% | $3,673+505.6% | $4,754+367.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |