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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 | $115,627 | $102,547+12.8% | $78,210+47.8% | $147,586-21.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -24.41% | 51.08%-75.5pp | 40.90%-65.3pp | 578.59%-603.0pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $5,059-99.2% | $3,758-98.9% | $10,886-99.6% |