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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 | $116,327 | $227,597-48.9% | $189,575-38.6% | $167,536-30.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -24.80% | 78.44%-103.2pp | 64.19%-89.0pp | 478.82%-503.6pp |
| Employer contribution / active EE | $2,967 | $5,316-44.2% | $4,412-32.8% | $4,839-38.7% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |