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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 | $81,787 | $165,399-50.6% | $149,745-45.4% | $158,982-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -16.64% | 348.34%-365.0pp | 276.72%-293.4pp | 302.99%-319.6pp |
| Employer contribution / active EE | $1,100 | $5,105-78.5% | $4,646-76.3% | $4,763-76.9% |
| Participant deferral / active EE | $25,550 | $7,183+255.7% | $6,843+273.4% | $5,983+327.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |