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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 | $137,352 | $103,008+33.3% | $90,304+52.1% | $152,897-10.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -3.31% | 95.22%-98.5pp | 78.13%-81.4pp | 345.43%-348.7pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,855-29.9% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |