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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 | $96,897 | $68,394+41.7% | $94,672+2.3% | $75,177+28.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | -4.43% | 616.92%-621.4pp | 156.89%-161.3pp | 160.75%-165.2pp |
| Employer contribution / active EE | $18,772 | $2,701+595.0% | $3,673+411.1% | $2,671+602.8% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,222-100.0% | $5,651-100.0% |