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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 | $71,039 | $115,917-38.7% | $100,535-29.3% | $158,982-55.3% |
| Participation rate | 95.0% | 81.6%+13.4pp | 79.4%+15.6pp | 82.0%+13.0pp |
| Annual return | -25.87% | 34.80%-60.7pp | 30.90%-56.8pp | 302.99%-328.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |