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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 | $169,951 | $138,102+23.1% | $125,381+35.5% | $134,532+26.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.35% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $4,226 | $5,245-19.4% | $4,815-12.2% | $4,741-10.9% |
| Participant deferral / active EE | $6,323 | $7,801-18.9% | $7,448-15.1% | $6,401-1.2% |
| Admin fee / account holder | $209 | $11,568-98.2% | $10,007-97.9% | $11,429-98.2% |