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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 | $138,114+5.2% | $125,391+15.8% | $134,545+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.20% | 750.88%-777.1pp | 572.41%-598.6pp | 418.37%-444.6pp |
| Employer contribution / active EE | $19,988 | $5,246+281.0% | $4,816+315.1% | $4,742+321.6% |
| Participant deferral / active EE | $19,320 | $7,801+147.7% | $7,448+159.4% | $6,401+201.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |