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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 | $107,980 | $209,422-48.4% | $178,503-39.5% | $158,982-32.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.64% | 188.81%-200.4pp | 151.12%-162.8pp | 302.99%-314.6pp |
| Employer contribution / active EE | $10,853 | $5,707+90.2% | $5,011+116.6% | $4,763+127.9% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |