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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 | $53,251 | $72,446-26.5% | $67,561-21.2% | $145,877-63.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -32.75% | 7211.98%-7244.7pp | 3525.44%-3558.2pp | 551.28%-584.0pp |
| Employer contribution / active EE | $11,653 | $3,072+279.3% | $2,735+326.1% | $4,663+149.9% |
| Participant deferral / active EE | $11,653 | $4,785+143.5% | $4,003+191.1% | $6,691+74.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |