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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 | $117,221 | $138,102-15.1% | $125,381-6.5% | $134,532-12.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -22.31% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $7,905 | $5,245+50.7% | $4,815+64.2% | $4,741+66.7% |
| Participant deferral / active EE | $9,216 | $7,801+18.1% | $7,448+23.7% | $6,401+44.0% |
| Admin fee / account holder | $225 | $11,568-98.1% | $10,007-97.8% | $11,429-98.0% |