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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 | $138,454 | $138,102+0.3% | $125,381+10.4% | $134,532+2.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -26.40% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.7pp |
| Employer contribution / active EE | $9,221 | $5,245+75.8% | $4,815+91.5% | $4,741+94.5% |
| Participant deferral / active EE | $11,650 | $7,801+49.4% | $7,448+56.4% | $6,401+82.0% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |