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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 | $237,048 | $138,078+71.7% | $125,363+89.1% | $134,509+76.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.86% | 750.49%-771.3pp | 572.15%-593.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $3,225 | $5,245-38.5% | $4,815-33.0% | $4,741-32.0% |
| Participant deferral / active EE | $15,309 | $7,800+96.3% | $7,447+105.6% | $6,400+139.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |