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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 | $126,775 | $78,694+61.1% | $67,652+87.4% | $125,389+1.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -23.14% | 9.46%-32.6pp | 6625.40%-6648.5pp | 282.24%-305.4pp |
| Employer contribution / active EE | $38,889 | $3,044+1177.7% | $2,266+1616.5% | $4,866+699.2% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30 | $7,403-99.6% | $4,821-99.4% | $9,541-99.7% |