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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 | $91,429 | $183,516-50.2% | $155,534-41.2% | $145,884-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.60% | 61.43%-66.0pp | 64.92%-69.5pp | 551.85%-556.4pp |
| Employer contribution / active EE | $7,200 | $5,315+35.5% | $4,675+54.0% | $4,662+54.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |