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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 | $107,170 | $90,607+18.3% | $79,467+34.9% | $135,380-20.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.61% | 977.74%-991.3pp | 718.30%-731.9pp | 519.81%-533.4pp |
| Employer contribution / active EE | $4,550 | $3,068+48.3% | $2,800+62.5% | $4,779-4.8% |
| Participant deferral / active EE | $11,833 | $4,050+192.2% | $3,704+219.5% | $5,609+111.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |