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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 | $239,409 | $138,312+73.1% | $122,979+94.7% | $155,188+54.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | -45.59% | 22.06%-67.7pp | 20.12%-65.7pp | 148.84%-194.4pp |
| Employer contribution / active EE | $13,333 | $3,530+277.7% | $3,062+335.4% | $4,248+213.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |