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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 | $156,112 | $171,865-9.2% | $149,718+4.3% | $147,585+5.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -10.64% | 2113.29%-2123.9pp | 1501.67%-1512.3pp | 578.56%-589.2pp |
| Employer contribution / active EE | $18,900 | $6,275+201.2% | $5,445+247.1% | $4,876+287.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |