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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 | $129,060 | $160,059-19.4% | $140,019-7.8% | $135,380-4.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.38% | 911.48%-934.9pp | 651.17%-674.6pp | 519.81%-543.2pp |
| Employer contribution / active EE | $18,900 | $6,420+194.4% | $5,605+237.2% | $4,779+295.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |