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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 | $58,554 | $190,843-69.3% | $159,981-63.4% | $134,493-56.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.79% | 552.37%-574.2pp | 408.70%-430.5pp | 418.01%-439.8pp |
| Employer contribution / active EE | $3,375 | $4,993-32.4% | $4,224-20.1% | $4,740-28.8% |
| Participant deferral / active EE | $11,875 | $6,923+71.5% | $6,182+92.1% | $6,400+85.5% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |