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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 | $113,787 | $138,078-17.6% | $125,363-9.2% | $134,509-15.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.53% | 750.49%-773.0pp | 572.15%-594.7pp | 418.13%-440.7pp |
| Employer contribution / active EE | $21,945 | $5,245+318.4% | $4,815+355.8% | $4,741+362.9% |
| Participant deferral / active EE | $20,500 | $7,800+162.8% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $161 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |