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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 | $106,722 | $226,105-52.8% | $182,540-41.5% | $152,897-30.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -14.51% | 192.58%-207.1pp | 148.58%-163.1pp | 345.43%-359.9pp |
| Employer contribution / active EE | $1,200 | $4,978-75.9% | $4,076-70.6% | $4,764-74.8% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |