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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 | $169,336-57.5% | $129,384-44.4% | $145,884-50.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -50.58% | 14408.70%-14459.3pp | 9461.77%-9512.4pp | 551.85%-602.4pp |
| Employer contribution / active EE | $18,422 | $5,540+232.5% | $4,153+343.6% | $4,662+295.1% |
| Participant deferral / active EE | $10,167 | $4,985+103.9% | $4,166+144.1% | $6,690+52.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |