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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 | $139,583 | $167,352-16.6% | $143,788-2.9% | $134,509+3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -50.57% | 0.47%-51.0pp | -0.03%-50.5pp | 418.13%-468.7pp |
| Employer contribution / active EE | $20,378 | $5,620+262.6% | $4,952+311.5% | $4,741+329.9% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $4 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |