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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 | $83,070 | $173,526-52.1% | $136,072-39.0% | $145,884-43.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -59.04% | 1167.12%-1226.2pp | 580.46%-639.5pp | 551.85%-610.9pp |
| Employer contribution / active EE | $6,600 | $5,285+24.9% | $4,216+56.6% | $4,662+41.6% |
| Participant deferral / active EE | $62,400 | $8,711+616.3% | $7,028+787.9% | $6,690+832.8% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |