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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 | $111,354 | $110,093+1.1% | $97,295+14.5% | $145,897-23.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -20.99% | 244.76%-265.8pp | 75.62%-96.6pp | 552.29%-573.3pp |
| Employer contribution / active EE | $1,000 | $3,077-67.5% | $2,723-63.3% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |