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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 | $85,994 | $104,106-17.4% | $71,086+21.0% | $135,379-36.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -14.07% | 1256.30%-1270.4pp | 650.59%-664.7pp | 519.79%-533.9pp |
| Employer contribution / active EE | $5,919 | $1,485+298.6% | $1,088+444.2% | $4,779+23.9% |
| Participant deferral / active EE | $13,067 | $2,527+417.1% | $1,874+597.2% | $5,609+133.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |