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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 | $158,764 | $82,678+92.0% | $125,391+26.6% | $68,490+131.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.92% | -5.97%-14.0pp | 572.41%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $9,465 | $3,382+179.9% | $4,816+96.6% | $2,597+264.5% |
| Participant deferral / active EE | $12,853 | $6,111+110.3% | $7,448+72.6% | $4,028+219.1% |
| Admin fee / account holder | $82 | $6,277-98.7% | $10,009-99.2% | $5,403-98.5% |