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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 | $116,278 | $135,645-14.3% | $110,243+5.5% | $135,380-14.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.98% | 513.24%-522.2pp | 314.76%-323.7pp | 519.81%-528.8pp |
| Employer contribution / active EE | $3,668 | $4,907-25.2% | $3,827-4.1% | $4,779-23.2% |
| Participant deferral / active EE | $12,371 | $5,507+124.6% | $4,672+164.8% | $5,609+120.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |