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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 | $232,214 | $70,366+230.0% | $66,674+248.3% | $138,895+67.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -25.65% | 386.41%-412.1pp | 321.24%-346.9pp | 145.39%-171.0pp |
| Employer contribution / active EE | $10,000 | $2,765+261.7% | $2,620+281.7% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |