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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 | $118,635 | $99,644+19.1% | $86,438+37.2% | $134,532-11.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.02% | 6787.26%-6819.3pp | 4397.19%-4429.2pp | 418.27%-450.3pp |
| Employer contribution / active EE | $38,750 | $4,402+780.3% | $3,769+928.0% | $4,741+717.3% |
| Participant deferral / active EE | $37,343 | $7,247+415.2% | $6,952+437.1% | $6,401+483.4% |
| Admin fee / account holder | $60 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |