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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 | $122,847 | $190,916-35.7% | $160,037-23.2% | $134,545-8.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -44.93% | 552.79%-597.7pp | 408.95%-453.9pp | 418.37%-463.3pp |
| Employer contribution / active EE | $24,025 | $4,996+380.9% | $4,226+468.5% | $4,742+406.7% |
| Participant deferral / active EE | $20,000 | $6,925+188.8% | $6,184+223.4% | $6,401+212.4% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |