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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 | $112,576 | $100,938+11.5% | $90,461+24.4% | $158,982-29.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.76% | 1727.20%-1733.0pp | 1294.76%-1300.5pp | 302.99%-308.8pp |
| Employer contribution / active EE | $3,600 | $3,691-2.5% | $3,264+10.3% | $4,763-24.4% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |