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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 | $233,765 | $106,549+119.4% | $91,225+156.3% | $134,509+73.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -29.79% | 160.73%-190.5pp | 114.10%-143.9pp | 418.13%-447.9pp |
| Employer contribution / active EE | $12,667 | $3,331+280.2% | $2,851+344.3% | $4,741+167.2% |
| Participant deferral / active EE | $22,667 | $4,719+380.3% | $4,234+435.3% | $6,400+254.1% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |