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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 | $79,189+76.4% | $102,457+36.3% | $74,400+87.7% |
| Participation rate | 99.2% | 74.8%+24.5pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | -4.15% | 54.98%-59.1pp | 29.41%-33.6pp | 1367.51%-1371.7pp |
| Employer contribution / active EE | $15,343 | $2,362+549.5% | $3,022+407.7% | $2,624+484.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |