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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 | $94,763 | $116,360-18.6% | $65,566+44.5% | $139,466-32.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | -18.22% | 31.23%-49.5pp | 47.40%-65.6pp | 373.66%-391.9pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |