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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 | $233,014 | $82,314+183.1% | $68,808+238.6% | $134,532+73.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -28.45% | -2.18%-26.3pp | -6.37%-22.1pp | 418.27%-446.7pp |
| Employer contribution / active EE | $10,000 | $3,301+202.9% | $2,656+276.5% | $4,741+110.9% |
| Participant deferral / active EE | $7,000 | $4,740+47.7% | $3,942+77.6% | $6,401+9.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |