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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 | $158,441 | $76,519+107.1% | $56,025+182.8% | $145,897+8.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -21.29% | 3017.03%-3038.3pp | 1712.69%-1734.0pp | 552.29%-573.6pp |
| Employer contribution / active EE | $1,182 | $1,383-14.6% | $1,042+13.5% | $4,663-74.6% |
| Participant deferral / active EE | $1,922 | $2,624-26.8% | $1,955-1.7% | $6,689-71.3% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |