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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 | $45,807 | $135,645-66.2% | $110,243-58.4% | $135,380-66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.74% | 513.24%-524.0pp | 314.76%-325.5pp | 519.81%-530.5pp |
| Employer contribution / active EE | $10,674 | $4,907+117.5% | $3,827+178.9% | $4,779+123.4% |
| Participant deferral / active EE | $8,503 | $5,507+54.4% | $4,672+82.0% | $5,609+51.6% |
| Admin fee / account holder | $1 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |