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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 | $49,537 | $209,888-76.4% | $189,545-73.9% | $167,553-70.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -16.29% | 748.66%-765.0pp | 555.36%-571.7pp | 478.89%-495.2pp |
| Employer contribution / active EE | $17,400 | $6,915+151.6% | $6,162+182.4% | $4,840+259.5% |
| Participant deferral / active EE | $22,750 | $8,934+154.6% | $8,220+176.8% | $6,343+258.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |