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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 | $96,338+24.3% | $80,589+48.6% | $139,427-14.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -16.31% | 1350.43%-1366.7pp | 935.83%-952.1pp | 373.27%-389.6pp |
| Employer contribution / active EE | $9,539 | $3,263+192.3% | $2,724+250.1% | $4,752+100.8% |
| Participant deferral / active EE | $17,951 | $5,234+243.0% | $4,449+303.5% | $6,711+167.5% |
| Admin fee / account holder | $0 | $6,600-100.0% | $5,379-100.0% | $11,404-100.0% |