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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 | $136,079 | $111,830+21.7% | $93,696+45.2% | $145,884-6.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | -8.55% | 204.08%-212.6pp | 133.74%-142.3pp | 551.85%-560.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |