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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 | $112,160 | $160,059-29.9% | $140,019-19.9% | $135,380-17.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.24% | 911.48%-924.7pp | 651.17%-664.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $14,860 | $6,420+131.5% | $5,605+165.1% | $4,779+211.0% |
| Participant deferral / active EE | $9,254 | $7,641+21.1% | $6,927+33.6% | $5,609+65.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |