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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 | $156,902 | $138,076+13.6% | $123,553+27.0% | $135,380+15.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.64% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $2,961 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $10,675 | $6,800+57.0% | $6,426+66.1% | $5,609+90.3% |
| Admin fee / account holder | $270 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |