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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 | $50,156 | $72,403-30.7% | $67,524-25.7% | $145,978-65.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -15.87% | 7197.23%-7213.1pp | 3519.41%-3535.3pp | 550.52%-566.4pp |
| Employer contribution / active EE | $6,680 | $3,072+117.5% | $2,734+144.3% | $4,662+43.3% |
| Participant deferral / active EE | $5,609 | $4,782+17.3% | $4,001+40.2% | $6,690-16.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |