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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 | $133,601 | $156,616-14.7% | $133,346+0.2% | $198,609-32.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | -11.67% | 44.25%-55.9pp | 36.85%-48.5pp | 202.70%-214.4pp |
| Employer contribution / active EE | $18,571 | $3,368+451.4% | $2,853+550.8% | $5,055+267.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |