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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 | $138,052 | $138,1140% | $125,391+10.1% | $134,545+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.31% | 750.88%-773.2pp | 572.41%-594.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $4,215 | $5,246-19.7% | $4,816-12.5% | $4,742-11.1% |
| Participant deferral / active EE | $10,075 | $7,801+29.2% | $7,448+35.3% | $6,401+57.4% |
| Admin fee / account holder | -$344 | $11,570-103.0% | $10,009-103.4% | $11,431-103.0% |