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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 | $60,270 | $198,457-69.6% | $170,435-64.6% | $147,586-59.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -14.55% | 257.30%-271.9pp | 205.94%-220.5pp | 578.59%-593.1pp |
| Employer contribution / active EE | $34,865 | $6,183+463.9% | $5,432+541.8% | $4,876+615.0% |
| Participant deferral / active EE | $16,348 | $5,629+190.4% | $4,939+231.0% | $5,439+200.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |