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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 | $171,867-9.2% | $149,721+4.3% | $147,586+5.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -10.64% | 2113.36%-2124.0pp | 1501.67%-1512.3pp | 578.59%-589.2pp |
| Employer contribution / active EE | $18,900 | $6,275+201.2% | $5,444+247.2% | $4,876+287.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |