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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 | $86,875 | $135,645-36.0% | $110,243-21.2% | $135,379-35.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.26% | 513.24%-530.5pp | 314.76%-332.0pp | 519.79%-537.1pp |
| Employer contribution / active EE | $14,776 | $4,907+201.1% | $3,827+286.1% | $4,779+209.2% |
| Participant deferral / active EE | $12,606 | $5,507+128.9% | $4,672+169.8% | $5,609+124.7% |
| Admin fee / account holder | $148 | $11,458-98.7% | $8,548-98.3% | $10,828-98.6% |