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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 | $43,835 | $171,867-74.5% | $149,721-70.7% | $147,586-70.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -1.60% | 2113.36%-2115.0pp | 1501.67%-1503.3pp | 578.59%-580.2pp |
| Employer contribution / active EE | $14,505 | $6,275+131.2% | $5,444+166.4% | $4,876+197.5% |
| Participant deferral / active EE | $6,438 | $7,270-11.5% | $6,568-2.0% | $5,439+18.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |