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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 | $120,612 | $138,078-12.6% | $125,363-3.8% | $134,509-10.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.38% | 750.49%-779.9pp | 572.15%-601.5pp | 418.13%-447.5pp |
| Employer contribution / active EE | $19,250 | $5,245+267.0% | $4,815+299.8% | $4,741+306.1% |
| Participant deferral / active EE | $5,125 | $7,800-34.3% | $7,447-31.2% | $6,400-19.9% |
| Admin fee / account holder | $48 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |