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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 | $97,148 | $97,732-0.6% | $83,831+15.9% | $135,380-28.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -9.76% | 1287.56%-1297.3pp | 850.99%-860.7pp | 519.81%-529.6pp |
| Employer contribution / active EE | $9,583 | $4,222+127.0% | $3,631+163.9% | $4,779+100.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |