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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 | $188,640 | $97,761+93.0% | $83,850+125.0% | $135,382+39.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.00% | 1287.44%-1298.4pp | 850.92%-861.9pp | 519.77%-530.8pp |
| Employer contribution / active EE | $5,657 | $4,222+34.0% | $3,631+55.8% | $4,779+18.4% |
| Participant deferral / active EE | $11,568 | $4,682+147.0% | $4,082+183.4% | $5,609+106.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |