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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 | $108,385 | $138,102-21.5% | $125,381-13.6% | $134,532-19.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.76% | 750.73%-772.5pp | 572.31%-594.1pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,574 | $5,245-50.9% | $4,815-46.6% | $4,741-45.7% |
| Participant deferral / active EE | $11,003 | $7,801+41.1% | $7,448+47.7% | $6,401+71.9% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |