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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 | $245,142 | $198,457+23.5% | $170,435+43.8% | $147,586+66.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -7.59% | 257.30%-264.9pp | 205.94%-213.5pp | 578.59%-586.2pp |
| Employer contribution / active EE | $4,978 | $6,183-19.5% | $5,432-8.4% | $4,876+2.1% |
| Participant deferral / active EE | $7,425 | $5,629+31.9% | $4,939+50.3% | $5,439+36.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |