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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 | $42,741 | $160,059-73.3% | $140,019-69.5% | $135,380-68.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.91% | 911.48%-933.4pp | 651.17%-673.1pp | 519.81%-541.7pp |
| Employer contribution / active EE | $6,000 | $6,420-6.5% | $5,605+7.0% | $4,779+25.6% |
| Participant deferral / active EE | $18,000 | $7,641+135.6% | $6,927+159.9% | $5,609+220.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |