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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 | $64,531 | $160,059-59.7% | $140,019-53.9% | $135,380-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.44% | 911.48%-928.9pp | 651.17%-668.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $20,097 | $6,420+213.0% | $5,605+258.5% | $4,779+320.5% |
| Participant deferral / active EE | $14,000 | $7,641+83.2% | $6,927+102.1% | $5,609+149.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |