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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 | $84,646 | $209,840-59.7% | $189,517-55.3% | $167,497-49.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -22.26% | 748.35%-770.6pp | 555.19%-577.5pp | 478.62%-500.9pp |
| Employer contribution / active EE | $6,151 | $6,914-11.0% | $6,162-0.2% | $4,838+27.1% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |