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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 | $101,697 | $209,425-51.4% | $178,499-43.0% | $158,966-36.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -36.02% | 188.80%-224.8pp | 151.10%-187.1pp | 302.95%-339.0pp |
| Employer contribution / active EE | $6,341 | $5,707+11.1% | $5,011+26.5% | $4,762+33.1% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |