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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 | $114,013+103.7% | $103,693+123.9% | $155,188+49.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | -25.65% | 49.31%-75.0pp | 47.61%-73.3pp | 148.84%-174.5pp |
| Employer contribution / active EE | $10,000 | $3,131+219.4% | $2,920+242.4% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |