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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 | $153,351 | $183,988-16.7% | $162,177-5.4% | $152,897+0.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -3.03% | 150.79%-153.8pp | 115.60%-118.6pp | 345.43%-348.5pp |
| Employer contribution / active EE | $19,134 | $6,370+200.4% | $5,613+240.9% | $4,764+301.7% |
| Participant deferral / active EE | $17,468 | $8,032+117.5% | $7,297+139.4% | $5,851+198.5% |
| Admin fee / account holder | $45 | $13,123-99.7% | $10,843-99.6% | $11,599-99.6% |