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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 | $130,335 | $138,076-5.6% | $123,553+5.5% | $135,380-3.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $5,926 | $5,152+15.0% | $4,628+28.0% | $4,779+24.0% |
| Participant deferral / active EE | $11,777 | $6,800+73.2% | $6,426+83.3% | $5,609+110.0% |
| Admin fee / account holder | $248 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |