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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 | $113,080 | $90,607+24.8% | $79,467+42.3% | $135,380-16.5% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -10.86% | 977.74%-988.6pp | 718.30%-729.2pp | 519.81%-530.7pp |
| Employer contribution / active EE | $11,635 | $3,068+279.3% | $2,800+315.5% | $4,779+143.5% |
| Participant deferral / active EE | $7,390 | $4,050+82.5% | $3,704+99.5% | $5,609+31.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |