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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 | $75,486 | $92,766-18.6% | $82,763-8.8% | $134,545-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.25% | 946.97%-968.2pp | 702.45%-723.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $5,663 | $3,273+73.0% | $3,008+88.2% | $4,742+19.4% |
| Participant deferral / active EE | $5,882 | $4,802+22.5% | $4,395+33.8% | $6,401-8.1% |
| Admin fee / account holder | $111 | $5,978-98.1% | $5,325-97.9% | $11,431-99.0% |