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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 | $221,700 | $190,862+16.2% | $159,991+38.6% | $134,509+64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.21% | 552.59%-577.8pp | 408.82%-434.0pp | 418.13%-443.3pp |
| Employer contribution / active EE | $2,934 | $4,995-41.3% | $4,225-30.6% | $4,741-38.1% |
| Participant deferral / active EE | $4,306 | $6,924-37.8% | $6,183-30.4% | $6,400-32.7% |
| Admin fee / account holder | $30 | $10,495-99.7% | $8,715-99.7% | $11,427-99.7% |