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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 | $157,583 | $160,059-1.5% | $140,019+12.5% | $135,380+16.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.02% | 911.48%-924.5pp | 651.17%-664.2pp | 519.81%-532.8pp |
| Employer contribution / active EE | $15,570 | $6,420+142.5% | $5,605+177.8% | $4,779+225.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $154 | $13,328-98.8% | $10,705-98.6% | $10,828-98.6% |