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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 | $50,277 | $84,685-40.6% | $73,836-31.9% | $125,389-59.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -13.09% | 3123.80%-3136.9pp | 2268.06%-2281.1pp | 282.24%-295.3pp |
| Employer contribution / active EE | $10,695 | $3,123+242.4% | $2,787+283.7% | $4,866+119.8% |
| Participant deferral / active EE | $16,967 | $3,993+325.0% | $3,583+373.5% | $5,352+217.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |