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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 | $155,840 | $165,399-5.8% | $149,745+4.1% | $158,982-2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.86% | 348.34%-358.2pp | 276.72%-286.6pp | 302.99%-312.8pp |
| Employer contribution / active EE | $5,300 | $5,105+3.8% | $4,646+14.1% | $4,763+11.3% |
| Participant deferral / active EE | $22,000 | $7,183+206.3% | $6,843+221.5% | $5,983+267.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |