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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 | $242,500 | $109,344+121.8% | $89,400+171.3% | $158,950+52.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.05% | 345.73%-345.8pp | 245.64%-245.7pp | 302.91%-303.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $6,154-99.8% | $4,882-99.8% | $11,248-99.9% |