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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 | $152,685 | $190,879-20.0% | $160,009-4.6% | $134,532+13.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.31% | 552.63%-573.9pp | 408.85%-430.2pp | 418.27%-439.6pp |
| Employer contribution / active EE | $22,160 | $4,995+343.7% | $4,225+424.5% | $4,741+367.4% |
| Participant deferral / active EE | $11,958 | $6,924+72.7% | $6,183+93.4% | $6,401+86.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |