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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 | $88,023 | $129,960-32.3% | $104,299-15.6% | $134,545-34.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 42.06%-62.6pp | 24.62%-45.2pp | 418.37%-438.9pp |
| Employer contribution / active EE | $12,000 | $4,186+186.7% | $3,373+255.8% | $4,742+153.1% |
| Participant deferral / active EE | $9,600 | $5,589+71.8% | $4,626+107.5% | $6,401+50.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |