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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 | $89,472 | $144,130-37.9% | $117,861-24.1% | $147,587-39.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -39.48% | 531.20%-570.7pp | 335.11%-374.6pp | 578.60%-618.1pp |
| Employer contribution / active EE | $27,250 | $4,897+456.5% | $3,786+619.7% | $4,876+458.8% |
| Participant deferral / active EE | $18,168 | $5,316+241.7% | $4,482+305.3% | $5,439+234.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |