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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 | $238,016 | $152,597+56.0% | $117,533+102.5% | $134,532+76.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.83% | 53.04%-73.9pp | 29.77%-50.6pp | 418.27%-439.1pp |
| Employer contribution / active EE | $21,529 | $5,576+286.1% | $4,179+415.1% | $4,741+354.1% |
| Participant deferral / active EE | $14,880 | $4,821+208.7% | $4,072+265.4% | $6,401+132.5% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |