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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 | $197,572 | $138,068+43.1% | $125,358+57.6% | $134,493+46.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.46% | 750.30%-773.8pp | 572.03%-595.5pp | 418.01%-441.5pp |
| Employer contribution / active EE | $1,517 | $5,244-71.1% | $4,814-68.5% | $4,740-68.0% |
| Participant deferral / active EE | $11,515 | $7,799+47.6% | $7,447+54.6% | $6,400+79.9% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,425-99.9% |