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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 | $202,152 | $60,813+232.4% | - | $134,532+50.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -32.00% | -10.69%-21.3pp | - | 418.27%-450.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | - | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,132-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $149 | $4,065-96.3% | - | $11,429-98.7% |