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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 | $246,354 | $160,070+53.9% | $147,117+67.5% | $145,897+68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -13.73% | 98.69%-112.4pp | 420.54%-434.3pp | 552.29%-566.0pp |
| Employer contribution / active EE | $11,871 | $5,285+124.6% | $4,932+140.7% | $4,663+154.6% |
| Participant deferral / active EE | $7,625 | $8,419-9.4% | $8,065-5.5% | $6,689+14.0% |
| Admin fee / account holder | $81 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |