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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 | $132,475 | $138,102-4.1% | $125,381+5.7% | $134,532-1.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -28.16% | 750.73%-778.9pp | 572.31%-600.5pp | 418.27%-446.4pp |
| Employer contribution / active EE | $2,304 | $5,245-56.1% | $4,815-52.2% | $4,741-51.4% |
| Participant deferral / active EE | $5,136 | $7,801-34.2% | $7,448-31.0% | $6,401-19.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |