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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 | $46,807 | $150,447-68.9% | $136,298-65.7% | $147,586-68.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.12% | 1049.15%-1049.3pp | 5156.27%-5156.4pp | 578.59%-578.7pp |
| Employer contribution / active EE | $10,000 | $5,256+90.2% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $50 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |