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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 | $106,809 | $92,766+15.1% | $82,763+29.1% | $134,545-20.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.25% | 946.97%-970.2pp | 702.45%-725.7pp | 418.37%-441.6pp |
| Employer contribution / active EE | $6,000 | $3,273+83.3% | $3,008+99.4% | $4,742+26.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |