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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 | $174,394 | $92,684+88.2% | $82,706+110.9% | $134,509+29.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.37% | 945.84%-973.2pp | 701.76%-729.1pp | 418.13%-445.5pp |
| Employer contribution / active EE | $5,104 | $3,272+56.0% | $3,007+69.7% | $4,741+7.7% |
| Participant deferral / active EE | $6,083 | $4,800+26.7% | $4,394+38.5% | $6,400-5.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |