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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 | $109,411+38.5% | $89,435+69.4% | $158,982-4.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -15.24% | 345.68%-360.9pp | 245.55%-260.8pp | 302.99%-318.2pp |
| Employer contribution / active EE | $4,037 | $3,173+27.2% | $2,587+56.0% | $4,763-15.2% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $120 | $6,159-98.1% | $4,884-97.5% | $11,252-98.9% |