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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 | $71,925 | $169,361-57.5% | $129,397-44.4% | $145,877-50.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -50.58% | 14395.54%-14446.1pp | 9453.98%-9504.6pp | 551.28%-601.9pp |
| Employer contribution / active EE | $18,422 | $5,542+232.4% | $4,154+343.4% | $4,663+295.1% |
| Participant deferral / active EE | $10,167 | $4,987+103.8% | $4,167+144.0% | $6,691+52.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |