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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 | $82,294 | $135,645-39.3% | $110,243-25.4% | $135,379-39.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -10.73% | 513.24%-524.0pp | 314.76%-325.5pp | 519.79%-530.5pp |
| Employer contribution / active EE | $5,098 | $4,907+3.9% | $3,827+33.2% | $4,779+6.7% |
| Participant deferral / active EE | $8,930 | $5,507+62.2% | $4,672+91.1% | $5,609+59.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |