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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 | $153,007 | $180,462-15.2% | $154,111-0.7% | $135,379+13.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -10.10% | 888.17%-898.3pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $14,501 | $6,036+140.3% | $5,298+173.7% | $4,779+203.4% |
| Participant deferral / active EE | $10,818 | $5,806+86.3% | $5,081+112.9% | $5,609+92.9% |
| Admin fee / account holder | $133 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |