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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 | $118,213 | $160,059-26.1% | $140,019-15.6% | $135,380-12.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.59% | 911.48%-928.1pp | 651.17%-667.8pp | 519.81%-536.4pp |
| Employer contribution / active EE | $14,816 | $6,420+130.8% | $5,605+164.3% | $4,779+210.0% |
| Participant deferral / active EE | $13,121 | $7,641+71.7% | $6,927+89.4% | $5,609+133.9% |
| Admin fee / account holder | $206 | $13,328-98.5% | $10,705-98.1% | $10,828-98.1% |