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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 | $139,856 | $190,916-26.7% | $160,037-12.6% | $134,545+3.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -39.65% | 552.79%-592.4pp | 408.95%-448.6pp | 418.37%-458.0pp |
| Employer contribution / active EE | $11,775 | $4,996+135.7% | $4,226+178.7% | $4,742+148.3% |
| Participant deferral / active EE | $22,357 | $6,925+222.9% | $6,184+261.5% | $6,401+249.3% |
| Admin fee / account holder | $1 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |