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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 | $178,798 | $85,060+110.2% | $70,548+153.4% | $139,456+28.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -9.33% | 30.38%-39.7pp | 32.78%-42.1pp | 373.45%-382.8pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |