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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 | $124,908 | $234,190-46.7% | $180,320-30.7% | $198,609-37.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | -1.65% | 1057.44%-1059.1pp | 778.54%-780.2pp | 202.70%-204.3pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |