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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 | $223,626 | $138,102+61.9% | $125,381+78.4% | $134,532+66.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.54% | 750.73%-773.3pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $4,946 | $5,245-5.7% | $4,815+2.7% | $4,741+4.3% |
| Participant deferral / active EE | $10,711 | $7,801+37.3% | $7,448+43.8% | $6,401+67.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |