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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 | $145,406 | $209,422-30.6% | $178,503-18.5% | $158,982-8.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -21.98% | 188.81%-210.8pp | 151.12%-173.1pp | 302.99%-325.0pp |
| Employer contribution / active EE | $1,977 | $5,707-65.4% | $5,011-60.5% | $4,763-58.5% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $56 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |