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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 | $137,190 | $138,114-0.7% | $125,391+9.4% | $134,545+2.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.32% | 750.88%-777.2pp | 572.41%-598.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $3,781 | $5,246-27.9% | $4,816-21.5% | $4,742-20.3% |
| Participant deferral / active EE | $11,837 | $7,801+51.7% | $7,448+58.9% | $6,401+84.9% |
| Admin fee / account holder | $33 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |