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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 | $119,718 | $96,419+24.2% | $80,648+48.4% | $139,487-14.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -16.31% | 1352.86%-1369.2pp | 937.21%-953.5pp | 373.84%-390.1pp |
| Employer contribution / active EE | $9,539 | $3,261+192.5% | $2,724+250.2% | $4,755+100.6% |
| Participant deferral / active EE | $17,951 | $5,225+243.5% | $4,443+304.0% | $6,713+167.4% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |