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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 | $102,073 | $209,422-51.3% | $178,503-42.8% | $158,982-35.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.57% | 188.81%-197.4pp | 151.12%-159.7pp | 302.99%-311.6pp |
| Employer contribution / active EE | $1,830 | $5,707-67.9% | $5,011-63.5% | $4,763-61.6% |
| Participant deferral / active EE | $8,580 | $5,955+44.1% | $5,202+64.9% | $5,983+43.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |