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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 | $105,418 | $112,099-6.0% | $95,954+9.9% | $158,931-33.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.53% | 171.12%-172.6pp | 91.62%-93.2pp | 302.86%-304.4pp |
| Employer contribution / active EE | $7,605 | $3,198+137.8% | $2,541+199.3% | $4,761+59.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $101 | $10,132-99.0% | $6,796-98.5% | $11,247-99.1% |