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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 | $126,576 | $138,072-8.3% | $123,549+2.4% | $135,382-6.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.70% | 153.69%-168.4pp | 119.20%-133.9pp | 519.77%-534.5pp |
| Employer contribution / active EE | $13,596 | $5,152+163.9% | $4,628+193.8% | $4,779+184.5% |
| Participant deferral / active EE | $12,300 | $6,799+80.9% | $6,426+91.4% | $5,609+119.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |