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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 | $173,737 | $180,462-3.7% | $154,111+12.7% | $135,379+28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.19% | 888.17%-897.4pp | 735.18%-744.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,296 | $6,036-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $8,278 | $5,806+42.6% | $5,081+62.9% | $5,609+47.6% |
| Admin fee / account holder | $230 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |