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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 | $125,778 | $107,733+16.7% | $92,985+35.3% | $154,746-18.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | -73.56% | 30.39%-104.0pp | 27.99%-101.6pp | 172.34%-245.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |