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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 | $87,752 | $160,059-45.2% | $140,019-37.3% | $135,379-35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.13% | 911.44%-922.6pp | 651.15%-662.3pp | 519.79%-530.9pp |
| Employer contribution / active EE | $19,125 | $6,420+197.9% | $5,605+241.2% | $4,779+300.2% |
| Participant deferral / active EE | $22,498 | $7,641+194.4% | $6,927+224.8% | $5,609+301.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |