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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 | $145,240 | $138,068+5.2% | $125,358+15.9% | $134,493+8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.20% | 750.30%-776.5pp | 572.03%-598.2pp | 418.01%-444.2pp |
| Employer contribution / active EE | $19,988 | $5,244+281.2% | $4,814+315.2% | $4,740+321.7% |
| Participant deferral / active EE | $19,320 | $7,799+147.7% | $7,447+159.4% | $6,400+201.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |