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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 | $242,144 | $95,975+152.3% | $74,549+224.8% | $135,379+78.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.27% | 56.96%-67.2pp | 32.53%-42.8pp | 519.79%-530.1pp |
| Employer contribution / active EE | $21,667 | $2,716+697.7% | $1,961+1004.9% | $4,779+353.4% |
| Participant deferral / active EE | $21,467 | $3,844+458.5% | $3,108+590.7% | $5,609+282.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |