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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 | $101,393 | $177,353-42.8% | $158,226-35.9% | $198,609-48.9% |
| Participation rate | 73.9% | 77.0%-3.1pp | 74.8%-0.9pp | 82.4%-8.5pp |
| Annual return | -0.00% | 599.50%-599.5pp | 501.41%-501.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $3,611 | $3,239+11.5% | $2,986+20.9% | $5,055-28.6% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |