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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 | $114,999 | $112,121+2.6% | $95,960+19.8% | $158,966-27.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.30% | 171.16%-172.5pp | 91.63%-92.9pp | 302.95%-304.2pp |
| Employer contribution / active EE | $1,497 | $3,199-53.2% | $2,541-41.1% | $4,762-68.6% |
| Participant deferral / active EE | $3,190 | $4,784-33.3% | $4,167-23.4% | $5,983-46.7% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |