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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 | $160,974 | $96,643+66.6% | $86,617+85.8% | $139,456+15.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -3.31% | 106.57%-109.9pp | 591.91%-595.2pp | 373.45%-376.8pp |
| Employer contribution / active EE | $5,000 | $3,264+53.2% | $3,023+65.4% | $4,753+5.2% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $125 | $6,406-98.0% | $5,613-97.8% | $11,407-98.9% |