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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 | $112,523 | $135,645-17.0% | $110,243+2.1% | $135,379-16.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.49% | 513.24%-525.7pp | 314.76%-327.3pp | 519.79%-532.3pp |
| Employer contribution / active EE | $13,750 | $4,907+180.2% | $3,827+259.3% | $4,779+187.7% |
| 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% |