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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 | $87,304 | $160,059-45.5% | $140,019-37.6% | $135,380-35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.02% | 911.48%-924.5pp | 651.17%-664.2pp | 519.81%-532.8pp |
| Employer contribution / active EE | $19,021 | $6,420+196.3% | $5,605+239.3% | $4,779+298.0% |
| Participant deferral / active EE | $16,008 | $7,641+109.5% | $6,927+131.1% | $5,609+185.4% |
| Admin fee / account holder | $125 | $13,328-99.1% | $10,705-98.8% | $10,828-98.8% |