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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 | $126,446 | $97,761+29.3% | $83,850+50.8% | $135,382-6.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.66% | 1287.44%-1299.1pp | 850.92%-862.6pp | 519.77%-531.4pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $8,577 | $4,682+83.2% | $4,082+110.1% | $5,609+52.9% |
| Admin fee / account holder | $214 | $6,674-96.8% | $5,478-96.1% | $10,829-98.0% |