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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 | $117,507 | $154,209-23.8% | $130,062-9.7% | $139,487-15.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.19% | 32.52%-34.7pp | -137.37%+135.2pp | 373.84%-376.0pp |
| Employer contribution / active EE | $9,933 | $5,292+87.7% | $4,322+129.8% | $4,755+108.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $293 | $13,988-97.9% | $10,601-97.2% | $11,407-97.4% |