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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 | $123,778 | $180,462-31.4% | $154,111-19.7% | $135,379-8.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -9.46% | 888.17%-897.6pp | 735.18%-744.6pp | 519.79%-529.3pp |
| Employer contribution / active EE | $10,429 | $6,036+72.8% | $5,298+96.9% | $4,779+118.2% |
| Participant deferral / active EE | $4,739 | $5,806-18.4% | $5,081-6.7% | $5,609-15.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |