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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 | $84,005 | $202,342-58.5% | $172,752-51.4% | $152,897-45.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -14.34% | 1029.83%-1044.2pp | 802.97%-817.3pp | 345.43%-359.8pp |
| Employer contribution / active EE | $6,000 | $5,858+2.4% | $5,144+16.6% | $4,764+26.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |