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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 | $135,245 | $138,102-2.1% | $125,381+7.9% | $134,532+0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.05% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $11,174 | $5,245+113.0% | $4,815+132.0% | $4,741+135.7% |
| Participant deferral / active EE | $13,674 | $7,801+75.3% | $7,448+83.6% | $6,401+113.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |