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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 | $99,576 | $106,551-6.5% | $91,225+9.2% | $134,532-26.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -27.89% | 160.78%-188.7pp | 114.12%-142.0pp | 418.27%-446.2pp |
| Employer contribution / active EE | $8,106 | $3,331+143.3% | $2,851+184.3% | $4,741+71.0% |
| Participant deferral / active EE | $6,214 | $4,718+31.7% | $4,233+46.8% | $6,401-2.9% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |