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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 | $116,530 | $138,114-15.6% | $125,391-7.1% | $134,545-13.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.72% | 750.88%-775.6pp | 572.41%-597.1pp | 418.37%-443.1pp |
| Employer contribution / active EE | $22,158 | $5,246+322.4% | $4,816+360.1% | $4,742+367.3% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $222 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |