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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 | $84,994 | $138,114-38.5% | $125,391-32.2% | $134,545-36.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.91% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $9,953 | $5,246+89.7% | $4,816+106.7% | $4,742+109.9% |
| Participant deferral / active EE | $9,916 | $7,801+27.1% | $7,448+33.1% | $6,401+54.9% |
| Admin fee / account holder | $6 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |