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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 | $74,490 | $82,630-9.9% | $64,105+16.2% | $125,389-40.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.11% | 1489.72%-1493.8pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $14,269 | $2,671+434.2% | $1,820+684.0% | $4,866+193.2% |
| Participant deferral / active EE | $9,592 | $3,608+165.8% | $2,822+239.9% | $5,352+79.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |