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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 | $125,778+74.8% | $114,563+91.9% | $154,746+42.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -0.18% | 295.14%-295.3pp | 241.09%-241.3pp | 172.34%-172.5pp |
| Employer contribution / active EE | $7,250 | $2,806+158.4% | $2,592+179.7% | $4,379+65.6% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |