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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 | $188,505 | $135,645+39.0% | $110,243+71.0% | $135,380+39.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.26% | 513.24%-530.5pp | 314.76%-332.0pp | 519.81%-537.1pp |
| Employer contribution / active EE | $10,500 | $4,907+114.0% | $3,827+174.4% | $4,779+119.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |