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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 | $147,394 | $97,729+50.8% | $83,830+75.8% | $135,379+8.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.45% | 1287.52%-1298.0pp | 850.97%-861.4pp | 519.79%-530.2pp |
| Employer contribution / active EE | $8,865 | $4,222+110.0% | $3,631+144.1% | $4,779+85.5% |
| Participant deferral / active EE | $17,075 | $4,683+264.6% | $4,082+318.3% | $5,609+204.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |