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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 | $121,445 | $160,040-24.1% | $147,096-17.4% | $145,877-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -4.12% | 98.49%-102.6pp | 419.75%-423.9pp | 551.28%-555.4pp |
| Employer contribution / active EE | $12,328 | $5,289+133.1% | $4,936+149.8% | $4,663+164.4% |
| Participant deferral / active EE | $26,750 | $8,429+217.4% | $8,071+231.4% | $6,691+299.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |