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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 | $151,536 | $109,344+38.6% | $89,400+69.5% | $158,950-4.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -15.24% | 345.73%-361.0pp | 245.64%-260.9pp | 302.91%-318.2pp |
| Employer contribution / active EE | $4,037 | $3,170+27.3% | $2,586+56.1% | $4,762-15.2% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $120 | $6,154-98.1% | $4,882-97.5% | $11,248-98.9% |