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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 | $247,244 | $138,102+79.0% | $125,381+97.2% | $134,532+83.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -33.75% | 750.73%-784.5pp | 572.31%-606.1pp | 418.27%-452.0pp |
| Employer contribution / active EE | $3,314 | $5,245-36.8% | $4,815-31.2% | $4,741-30.1% |
| Participant deferral / active EE | $13,847 | $7,801+77.5% | $7,448+85.9% | $6,401+116.3% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |