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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 | $131,140 | $180,462-27.3% | $154,111-14.9% | $135,379-3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.24% | 888.17%-898.4pp | 735.18%-745.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $3,143 | $6,036-47.9% | $5,298-40.7% | $4,779-34.2% |
| Participant deferral / active EE | $8,769 | $5,806+51.0% | $5,081+72.6% | $5,609+56.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |