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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 | $52,543 | $159,934-67.1% | $147,005-64.3% | $145,959-64.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -23.18% | 98.24%-121.4pp | 418.76%-441.9pp | 561.95%-585.1pp |
| Employer contribution / active EE | $4,868 | $5,287-7.9% | $4,934-1.4% | $4,661+4.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |