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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 | $101,424 | $109,872-7.7% | $98,483+3.0% | $167,536-39.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -20.60% | 1959.31%-1979.9pp | 1494.38%-1515.0pp | 478.82%-499.4pp |
| Employer contribution / active EE | $4,320 | $3,225+33.9% | $2,961+45.9% | $4,839-10.7% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |