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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 | $230,000 | $106,557+115.8% | $91,227+152.1% | $134,545+70.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.96% | 160.81%-184.8pp | 114.14%-138.1pp | 418.37%-442.3pp |
| Employer contribution / active EE | $30,015 | $3,332+800.8% | $2,851+952.7% | $4,742+533.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $6,235-99.8% | $5,423-99.7% | $11,431-99.9% |