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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 | $234,277 | $100,895+132.2% | $90,430+159.1% | $158,950+47.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -25.18% | 1725.54%-1750.7pp | 1293.73%-1318.9pp | 302.91%-328.1pp |
| Employer contribution / active EE | $1,001 | $3,689-72.9% | $3,262-69.3% | $4,762-79.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |