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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 | $125,046 | $150,447-16.9% | $136,298-8.3% | $147,586-15.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -4.12% | 1049.15%-1053.3pp | 5156.27%-5160.4pp | 578.59%-582.7pp |
| Employer contribution / active EE | $15,750 | $5,256+199.6% | $4,696+235.4% | $4,876+223.0% |
| Participant deferral / active EE | $15,000 | $6,631+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |