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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 | $121,872 | $190,879-36.2% | $160,009-23.8% | $134,532-9.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.04% | 552.63%-577.7pp | 408.85%-433.9pp | 418.27%-443.3pp |
| Employer contribution / active EE | $21,745 | $4,995+335.3% | $4,225+414.6% | $4,741+358.7% |
| Participant deferral / active EE | $9,764 | $6,924+41.0% | $6,183+57.9% | $6,401+52.5% |
| Admin fee / account holder | $272 | $10,495-97.4% | $8,715-96.9% | $11,429-97.6% |