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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 | $219,883 | $177,353+24.0% | $158,226+39.0% | $198,609+10.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | -0.18% | 599.50%-599.7pp | 501.41%-501.6pp | 202.70%-202.9pp |
| Employer contribution / active EE | $7,250 | $3,239+123.9% | $2,986+142.8% | $5,055+43.4% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |