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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 | $154,676 | $93,117+66.1% | $77,096+100.6% | $134,532+15.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.19% | 62.67%-91.9pp | 42.35%-71.5pp | 418.27%-447.5pp |
| Employer contribution / active EE | $3,167 | $3,420-7.4% | $2,814+12.5% | $4,741-33.2% |
| Participant deferral / active EE | $3,795 | $5,241-27.6% | $4,429-14.3% | $6,401-40.7% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |