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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 | $117,779 | $90,607+30.0% | $79,467+48.2% | $135,380-13.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -13.07% | 977.74%-990.8pp | 718.30%-731.4pp | 519.81%-532.9pp |
| Employer contribution / active EE | $5,921 | $3,068+93.0% | $2,800+111.4% | $4,779+23.9% |
| Participant deferral / active EE | $6,353 | $4,050+56.8% | $3,704+71.5% | $5,609+13.3% |
| Admin fee / account holder | -$102 | $5,895-101.7% | $5,104-102.0% | $10,828-100.9% |