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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 | $151,108 | $97,732+54.6% | $83,831+80.3% | $135,380+11.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.41% | 1287.56%-1298.0pp | 850.99%-861.4pp | 519.81%-530.2pp |
| Employer contribution / active EE | $4,032 | $4,222-4.5% | $3,631+11.0% | $4,779-15.6% |
| Participant deferral / active EE | $12,068 | $4,683+157.7% | $4,082+195.6% | $5,609+115.2% |
| Admin fee / account holder | -$220 | $6,675-103.3% | $5,479-104.0% | $10,828-102.0% |