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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 | $228,968 | $95,979+138.6% | $74,551+207.1% | $135,380+69.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.15% | 56.97%-67.1pp | 32.53%-42.7pp | 519.81%-530.0pp |
| Employer contribution / active EE | $17,660 | $2,716+550.1% | $1,961+800.5% | $4,779+269.5% |
| Participant deferral / active EE | $15,564 | $3,844+304.9% | $3,108+400.7% | $5,609+177.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |