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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 | $112,617 | $150,447-25.1% | $136,298-17.4% | $147,586-23.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.89% | 1049.15%-1050.0pp | 5156.27%-5157.2pp | 578.59%-579.5pp |
| Employer contribution / active EE | $31,647 | $5,256+502.1% | $4,696+574.0% | $4,876+549.0% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |