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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 | $101,345 | $84,685+19.7% | $73,836+37.3% | $125,389-19.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.95% | 3123.80%-3128.7pp | 2268.06%-2273.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $4,712 | $3,123+50.9% | $2,787+69.0% | $4,866-3.2% |
| Participant deferral / active EE | $8,596 | $3,993+115.3% | $3,583+139.9% | $5,352+60.6% |
| Admin fee / account holder | $111 | $5,694-98.0% | $4,882-97.7% | $9,541-98.8% |