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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 | $139,675 | $79,181+76.4% | $102,423+36.4% | $74,429+87.7% |
| Participation rate | 99.2% | 74.8%+24.5pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | -4.15% | 54.97%-59.1pp | 29.42%-33.6pp | 1368.38%-1372.5pp |
| Employer contribution / active EE | $15,343 | $2,362+549.7% | $3,023+407.5% | $2,625+484.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |