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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 | $163,417 | $190,916-14.4% | $160,037+2.1% | $134,545+21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.90% | 552.79%-574.7pp | 408.95%-430.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $21,333 | $4,996+327.0% | $4,226+404.9% | $4,742+349.9% |
| Participant deferral / active EE | $9,867 | $6,925+42.5% | $6,184+59.6% | $6,401+54.1% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |