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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 | $247,037 | $180,462+36.9% | $154,111+60.3% | $135,379+82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.67% | 888.17%-908.8pp | 735.18%-755.9pp | 519.79%-540.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |