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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 | $111,962 | $226,046-50.5% | $182,508-38.7% | $152,870-26.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -3.78% | 192.52%-196.3pp | 148.54%-152.3pp | 345.34%-349.1pp |
| Employer contribution / active EE | $1,322 | $4,977-73.4% | $4,075-67.6% | $4,763-72.3% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |