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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 | $160,191 | $92,743+72.7% | $82,744+93.6% | $134,532+19.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.84% | 946.63%-975.5pp | 702.22%-731.1pp | 418.27%-447.1pp |
| Employer contribution / active EE | $16,963 | $3,273+418.3% | $3,008+463.9% | $4,741+257.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |