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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 | $128,982 | $135,645-4.9% | $110,243+17.0% | $135,380-4.7% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -14.94% | 513.24%-528.2pp | 314.76%-329.7pp | 519.81%-534.7pp |
| Employer contribution / active EE | $2,191 | $4,907-55.4% | $3,827-42.8% | $4,779-54.2% |
| Participant deferral / active EE | $4,772 | $5,507-13.3% | $4,672+2.1% | $5,609-14.9% |
| Admin fee / account holder | $8 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |