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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 | $116,943 | $106,549+9.8% | $91,225+28.2% | $134,509-13.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.79% | 160.73%-185.5pp | 114.10%-138.9pp | 418.13%-442.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,765 | $4,719+43.3% | $4,234+59.8% | $6,400+5.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |