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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 | $207,629 | $112,112+85.2% | $95,956+116.4% | $158,950+30.6% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | -0.03% | 171.15%-171.2pp | 91.63%-91.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,424 | $3,199-24.2% | $2,541-4.6% | $4,762-49.1% |
| Participant deferral / active EE | $7,665 | $4,784+60.2% | $4,167+84.0% | $5,983+28.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |