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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 | $213,470 | $109,908+94.2% | $97,161+119.7% | $145,978+46.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -6.16% | 243.80%-250.0pp | 75.36%-81.5pp | 550.52%-556.7pp |
| Employer contribution / active EE | $500 | $3,077-83.8% | $2,723-81.6% | $4,662-89.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |