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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 | $104,640 | $160,059-34.6% | $140,019-25.3% | $135,380-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.08% | 911.48%-921.6pp | 651.17%-661.2pp | 519.81%-529.9pp |
| Employer contribution / active EE | $22,275 | $6,420+247.0% | $5,605+297.4% | $4,779+366.1% |
| Participant deferral / active EE | $17,978 | $7,641+135.3% | $6,927+159.6% | $5,609+220.5% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |