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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 | $243,354 | $133,998+81.6% | $112,263+116.8% | $134,545+80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.04% | 47.17%-74.2pp | 27.49%-54.5pp | 418.37%-445.4pp |
| Employer contribution / active EE | $5,110 | $4,040+26.5% | $3,636+40.5% | $4,742+7.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |