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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 | $100,746 | $118,695-15.1% | $98,916+1.8% | $158,950-36.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | -14.74% | 372.39%-387.1pp | 196.45%-211.2pp | 302.91%-317.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |