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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 | $168,422 | $176,402-4.5% | $134,162+25.5% | $158,982+5.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -31.17% | 63.66%-94.8pp | 36.35%-67.5pp | 302.99%-334.2pp |
| Employer contribution / active EE | $3,825 | $5,042-24.1% | $3,705+3.2% | $4,763-19.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |