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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 | $200,201 | $138,114+45.0% | $125,391+59.7% | $134,545+48.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.13% | 750.88%-774.0pp | 572.41%-595.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $2,309 | $5,246-56.0% | $4,816-52.0% | $4,742-51.3% |
| Participant deferral / active EE | $10,572 | $7,801+35.5% | $7,448+41.9% | $6,401+65.1% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |