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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 | $234,784 | $99,644+135.6% | $86,438+171.6% | $134,532+74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -54.50% | 6787.26%-6841.8pp | 4397.19%-4451.7pp | 418.27%-472.8pp |
| Employer contribution / active EE | $21,214 | $4,402+381.9% | $3,769+462.8% | $4,741+347.5% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |