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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 | $73,035 | $152,542-52.1% | $117,498-37.8% | $134,509-45.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.24% | 53.02%-74.3pp | 29.75%-51.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $12,204 | $5,574+118.9% | $4,178+192.1% | $4,741+157.4% |
| Participant deferral / active EE | $10,250 | $4,819+112.7% | $4,071+151.8% | $6,400+60.1% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |