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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 | $76,453 | $75,935+0.7% | $60,547+26.3% | $125,389-39.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -11.76% | -5.38%-6.4pp | 335.64%-347.4pp | 282.24%-294.0pp |
| Employer contribution / active EE | $1,453 | $3,438-57.7% | $2,419-39.9% | $4,866-70.1% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |