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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 | $117,866 | $165,381-28.7% | $149,730-21.3% | $158,966-25.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.64% | 348.29%-359.9pp | 276.70%-288.3pp | 302.95%-314.6pp |
| Employer contribution / active EE | $2,017 | $5,104-60.5% | $4,645-56.6% | $4,762-57.7% |
| Participant deferral / active EE | $7,190 | $7,182+0.1% | $6,843+5.1% | $5,983+20.2% |
| Admin fee / account holder | $147 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |