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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 | $68,112 | $97,732-30.3% | $83,831-18.8% | $135,380-49.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.37% | 1287.56%-1301.9pp | 850.99%-865.4pp | 519.81%-534.2pp |
| Employer contribution / active EE | $17,006 | $4,222+302.8% | $3,631+368.3% | $4,779+255.8% |
| Participant deferral / active EE | $24,000 | $4,683+412.5% | $4,082+488.0% | $5,609+327.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |