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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 | $124,475 | $97,732+27.4% | $83,831+48.5% | $135,380-8.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.67% | 1287.56%-1299.2pp | 850.99%-862.7pp | 519.81%-531.5pp |
| Employer contribution / active EE | $24,012 | $4,222+468.7% | $3,631+561.3% | $4,779+402.5% |
| Participant deferral / active EE | $9,875 | $4,683+110.9% | $4,082+141.9% | $5,609+76.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |