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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 | $207,995 | $92,743+124.3% | $82,744+151.4% | $134,532+54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.50% | 946.63%-971.1pp | 702.22%-726.7pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,304 | $3,273-60.2% | $3,008-56.6% | $4,741-72.5% |
| Participant deferral / active EE | $12,355 | $4,802+157.3% | $4,395+181.1% | $6,401+93.0% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |