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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 | $133,739 | $93,124+43.6% | $77,100+73.5% | $134,545-0.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.86% | 62.68%-89.5pp | 42.35%-69.2pp | 418.37%-445.2pp |
| Employer contribution / active EE | $7,486 | $3,421+118.8% | $2,815+165.9% | $4,742+57.9% |
| Participant deferral / active EE | $12,536 | $5,242+139.1% | $4,430+183.0% | $6,401+95.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |