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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 | $209,489 | $190,916+9.7% | $160,037+30.9% | $134,545+55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.41% | 552.79%-578.2pp | 408.95%-434.4pp | 418.37%-443.8pp |
| Employer contribution / active EE | $21,082 | $4,996+322.0% | $4,226+398.9% | $4,742+344.6% |
| Participant deferral / active EE | $20,483 | $6,925+195.8% | $6,184+231.2% | $6,401+220.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |