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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 | $243,992 | $116,434+109.6% | $65,583+272.0% | $139,487+74.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | -77.02% | 31.34%-108.4pp | 47.46%-124.5pp | 373.84%-450.9pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,407-100.0% |