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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 | $71,756 | $150,447-52.3% | $136,298-47.4% | $147,586-51.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -7.93% | 1049.15%-1057.1pp | 5156.27%-5164.2pp | 578.59%-586.5pp |
| Employer contribution / active EE | $3,550 | $5,256-32.5% | $4,696-24.4% | $4,876-27.2% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |