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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 | $105,326 | $111,814-5.8% | $93,654+12.5% | $145,959-27.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | -37.36% | 203.30%-240.7pp | 133.34%-170.7pp | 561.95%-599.3pp |
| Employer contribution / active EE | $809 | $3,092-73.8% | $2,421-66.6% | $4,661-82.7% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |