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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 | $136,271 | $138,102-1.3% | $125,381+8.7% | $134,532+1.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.36% | 750.73%-779.1pp | 572.31%-600.7pp | 418.27%-446.6pp |
| Employer contribution / active EE | $5,997 | $5,245+14.3% | $4,815+24.5% | $4,741+26.5% |
| Participant deferral / active EE | $11,380 | $7,801+45.9% | $7,448+52.8% | $6,401+77.8% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |