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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 | $144,722 | $102,595+41.1% | $94,057+53.9% | $154,746-6.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | -16.87% | 583.42%-600.3pp | 480.62%-497.5pp | 172.34%-189.2pp |
| Employer contribution / active EE | $1,000 | $3,147-68.2% | $2,933-65.9% | $4,379-77.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |