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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 | $129,815 | $135,645-4.3% | $110,243+17.8% | $135,380-4.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -11.14% | 513.24%-524.4pp | 314.76%-325.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $7,942 | $4,907+61.9% | $3,827+107.5% | $4,779+66.2% |
| Participant deferral / active EE | $5,078 | $5,507-7.8% | $4,672+8.7% | $5,609-9.5% |
| Admin fee / account holder | $10 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |