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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 | $211,323 | $99,053+113.3% | $88,179+139.7% | $138,895+52.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | -77.28% | 78.17%-155.4pp | 64.97%-142.2pp | 145.39%-222.7pp |
| Employer contribution / active EE | $7,584 | $2,882+163.1% | $2,549+197.5% | $4,194+80.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |