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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 | $100,728 | $226,105-55.5% | $182,540-44.8% | $152,897-34.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -74.21% | 192.58%-266.8pp | 148.58%-222.8pp | 345.43%-419.6pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,764+5.0% |
| Participant deferral / active EE | $17,735 | $6,370+178.4% | $5,525+221.0% | $5,851+203.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |