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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 | $137,618 | $104,106+32.2% | $71,086+93.6% | $135,379+1.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.33% | 1256.30%-1269.6pp | 650.59%-663.9pp | 519.79%-533.1pp |
| Employer contribution / active EE | $3,585 | $1,485+141.4% | $1,088+229.6% | $4,779-25.0% |
| Participant deferral / active EE | $3,585 | $2,527+41.9% | $1,874+91.3% | $5,609-36.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |