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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 | $147,376 | $138,114+6.7% | $125,391+17.5% | $134,545+9.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.81% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,877 | $5,246-45.2% | $4,816-40.3% | $4,742-39.3% |
| Participant deferral / active EE | $5,971 | $7,801-23.5% | $7,448-19.8% | $6,401-6.7% |
| Admin fee / account holder | $6 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |