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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 | $108,950 | $166,268-34.5% | $165,100-34.0% | $145,897-25.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -18.30% | 100.52%-118.8pp | 70.21%-88.5pp | 552.29%-570.6pp |
| Employer contribution / active EE | $5,058 | $5,284-4.3% | $4,348+16.3% | $4,663+8.5% |
| Participant deferral / active EE | $22,700 | $6,964+225.9% | $6,035+276.1% | $6,689+239.3% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |