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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 | $133,965 | $160,059-16.3% | $140,019-4.3% | $135,380-1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.77% | 911.48%-921.2pp | 651.17%-660.9pp | 519.81%-529.6pp |
| Employer contribution / active EE | $8,811 | $6,420+37.2% | $5,605+57.2% | $4,779+84.4% |
| Participant deferral / active EE | $17,539 | $7,641+129.5% | $6,927+153.2% | $5,609+212.7% |
| Admin fee / account holder | $95 | $13,328-99.3% | $10,705-99.1% | $10,828-99.1% |