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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 | $129,408 | $142,361-9.1% | $119,608+8.2% | $134,509-3.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -65.37% | -12.46%-52.9pp | -14.98%-50.4pp | 418.13%-483.5pp |
| Employer contribution / active EE | $37,000 | $5,224+608.3% | $4,232+774.2% | $4,741+680.5% |
| Participant deferral / active EE | $24,011 | $6,468+271.2% | $5,601+328.7% | $6,400+275.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |