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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 | $105,528 | $138,114-23.6% | $125,391-15.8% | $134,545-21.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.75% | 750.88%-775.6pp | 572.41%-597.2pp | 418.37%-443.1pp |
| Employer contribution / active EE | $22,333 | $5,246+325.7% | $4,816+363.7% | $4,742+371.0% |
| Participant deferral / active EE | $10,959 | $7,801+40.5% | $7,448+47.1% | $6,401+71.2% |
| Admin fee / account holder | $289 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |