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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 | $41,087 | $180,466-77.2% | $154,114-73.3% | $135,382-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.98% | 888.15%-903.1pp | 735.16%-750.1pp | 519.77%-534.7pp |
| Employer contribution / active EE | $18,635 | $6,035+208.8% | $5,298+251.7% | $4,779+289.9% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |