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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 | $140,662 | $138,102+1.9% | $125,381+12.2% | $134,532+4.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $23,911 | $5,245+355.8% | $4,815+396.6% | $4,741+404.3% |
| Participant deferral / active EE | $24,310 | $7,801+211.6% | $7,448+226.4% | $6,401+279.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |