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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 | $65,527 | $150,447-56.4% | $136,298-51.9% | $147,586-55.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -3.71% | 1049.15%-1052.9pp | 5156.27%-5160.0pp | 578.59%-582.3pp |
| Employer contribution / active EE | $8,037 | $5,256+52.9% | $4,696+71.1% | $4,876+64.8% |
| Participant deferral / active EE | $8,500 | $6,631+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $234 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |