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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 | $213,086 | $180,462+18.1% | $154,111+38.3% | $135,379+57.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -9.43% | 888.17%-897.6pp | 735.18%-744.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $8,546 | $6,036+41.6% | $5,298+61.3% | $4,779+78.8% |
| Participant deferral / active EE | $5,873 | $5,806+1.1% | $5,081+15.6% | $5,609+4.7% |
| Admin fee / account holder | $119 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |