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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 | $67,828 | $138,102-50.9% | $125,381-45.9% | $134,532-49.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.49% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $18,861 | $5,245+259.6% | $4,815+291.7% | $4,741+297.8% |
| Participant deferral / active EE | $20,497 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $96 | $11,568-99.2% | $10,007-99.0% | $11,429-99.2% |