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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 | $144,705 | $138,114+4.8% | $125,391+15.4% | $134,545+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.53% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $4,231 | $5,246-19.3% | $4,816-12.1% | $4,742-10.8% |
| Participant deferral / active EE | $11,140 | $7,801+42.8% | $7,448+49.6% | $6,401+74.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |