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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 | $168,003 | $90,530+85.6% | $76,030+121.0% | $145,897+15.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -6.69% | 625.08%-631.8pp | 361.54%-368.2pp | 552.29%-559.0pp |
| Employer contribution / active EE | $1,752 | $3,319-47.2% | $2,688-34.8% | $4,663-62.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |