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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 | $207,496 | $61,596+236.9% | - | $134,545+54.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | -23.00% | -10.55%-12.5pp | - | 418.37%-441.4pp |
| Employer contribution / active EE | $18,000 | $2,755+553.5% | - | $4,742+279.6% |
| Participant deferral / active EE | $0 | $4,151-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | - | $11,431-100.0% |