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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 | $92,134 | $106,557-13.5% | $91,227+1.0% | $134,545-31.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -42.94% | 160.81%-203.8pp | 114.14%-157.1pp | 418.37%-461.3pp |
| Employer contribution / active EE | $15,167 | $3,332+355.2% | $2,851+432.0% | $4,742+219.9% |
| Participant deferral / active EE | $17,014 | $4,719+260.6% | $4,234+301.9% | $6,401+165.8% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |