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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 | $122,629 | $142,392-13.9% | $119,622+2.5% | $134,532-8.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -48.97% | -12.46%-36.5pp | -14.98%-34.0pp | 418.27%-467.2pp |
| Employer contribution / active EE | $8,850 | $5,224+69.4% | $4,232+109.1% | $4,741+86.7% |
| Participant deferral / active EE | $27,000 | $6,467+317.5% | $5,601+382.1% | $6,401+321.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |