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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 | $79,943 | $138,102-42.1% | $125,381-36.2% | $134,532-40.6% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -25.69% | 750.73%-776.4pp | 572.31%-598.0pp | 418.27%-444.0pp |
| Employer contribution / active EE | $12,576 | $5,245+139.8% | $4,815+161.2% | $4,741+165.3% |
| Participant deferral / active EE | $13,722 | $7,801+75.9% | $7,448+84.2% | $6,401+114.4% |
| Admin fee / account holder | $29 | $11,568-99.8% | $10,007-99.7% | $11,429-99.7% |