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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 | $240,672 | $175,257+37.3% | $149,717+60.8% | $139,456+72.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -45.55% | 166.70%-212.2pp | 134.41%-180.0pp | 373.45%-419.0pp |
| Employer contribution / active EE | $29,875 | $5,477+445.5% | $4,820+519.8% | $4,753+528.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $296 | $16,156-98.2% | $13,213-97.8% | $11,407-97.4% |