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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 | $98,316 | $110,093-10.7% | $97,295+1.0% | $145,897-32.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -6.33% | 244.76%-251.1pp | 75.62%-81.9pp | 552.29%-558.6pp |
| Employer contribution / active EE | $7,234 | $3,077+135.1% | $2,723+165.7% | $4,663+55.1% |
| Participant deferral / active EE | $15,300 | $4,678+227.1% | $4,264+258.9% | $6,689+128.7% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |