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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 | $76,634+106.7% | $56,054+182.7% | $145,978+8.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -21.29% | 3004.33%-3025.6pp | 1705.95%-1727.2pp | 550.52%-571.8pp |
| Employer contribution / active EE | $1,182 | $1,380-14.4% | $1,039+13.8% | $4,662-74.6% |
| Participant deferral / active EE | $1,922 | $2,622-26.7% | $1,952-1.6% | $6,690-71.3% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |