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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 | $247,181 | $165,381+49.5% | $149,730+65.1% | $158,966+55.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -73.24% | 348.29%-421.5pp | 276.70%-349.9pp | 302.95%-376.2pp |
| Employer contribution / active EE | $10,000 | $5,104+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |