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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 | $139,570 | $104,907+33.0% | $84,610+65.0% | $152,870-8.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -30.41% | 373.79%-404.2pp | 258.74%-289.2pp | 345.34%-375.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |