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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 | $87,705 | $100,911-13.1% | $90,440-3.0% | $158,966-44.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | -40.50% | 1726.62%-1767.1pp | 1294.38%-1334.9pp | 302.95%-343.5pp |
| Employer contribution / active EE | $6,258 | $3,690+69.6% | $3,263+91.8% | $4,762+31.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |