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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 | $77,769 | $70,366+10.5% | $66,674+16.6% | $138,895-44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -13.65% | 386.41%-400.1pp | 321.24%-334.9pp | 145.39%-159.0pp |
| Employer contribution / active EE | $4,961 | $2,765+79.4% | $2,620+89.3% | $4,194+18.3% |
| Participant deferral / active EE | $9,244 | $4,374+111.3% | $4,084+126.3% | $6,396+44.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |