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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 | $92,684+124.4% | $82,706+151.5% | $134,509+54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.50% | 945.84%-970.3pp | 701.76%-726.3pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,304 | $3,272-60.1% | $3,007-56.6% | $4,741-72.5% |
| Participant deferral / active EE | $12,355 | $4,800+157.4% | $4,394+181.2% | $6,400+93.0% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |