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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 | $110,039-10.7% | $97,260+1.1% | $145,884-32.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -6.33% | 244.44%-250.8pp | 75.54%-81.9pp | 551.85%-558.2pp |
| Employer contribution / active EE | $7,234 | $3,074+135.3% | $2,721+165.8% | $4,662+55.2% |
| Participant deferral / active EE | $15,300 | $4,674+227.4% | $4,262+259.0% | $6,690+128.7% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |