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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 | $102,812 | $228,395-55.0% | $185,861-44.7% | $158,982-35.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -9.16% | 40.82%-50.0pp | 35.96%-45.1pp | 302.99%-312.2pp |
| Employer contribution / active EE | $2,218 | $4,968-55.4% | $4,088-45.7% | $4,763-53.4% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |