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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 | $121,082 | $138,076-12.3% | $123,553-2.0% | $135,381-10.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.90% | 153.70%-169.6pp | 119.21%-135.1pp | 519.81%-535.7pp |
| Employer contribution / active EE | $27,667 | $5,152+437.0% | $4,628+497.8% | $4,779+478.9% |
| Participant deferral / active EE | $18,168 | $6,800+167.2% | $6,426+182.7% | $5,609+223.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |