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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 | $206,194 | $92,766+122.3% | $82,763+149.1% | $134,545+53.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.59% | 946.97%-974.6pp | 702.45%-730.0pp | 418.37%-446.0pp |
| Employer contribution / active EE | $10,574 | $3,273+223.1% | $3,008+251.5% | $4,742+123.0% |
| Participant deferral / active EE | $12,345 | $4,802+157.1% | $4,395+180.9% | $6,401+92.9% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |