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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 | $230,337 | $133,981+71.9% | $112,249+105.2% | $134,532+71.2% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -21.66% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $17,113 | $4,040+323.6% | $3,636+370.7% | $4,741+261.0% |
| Participant deferral / active EE | $18,884 | $5,292+256.8% | $4,729+299.3% | $6,401+195.0% |
| Admin fee / account holder | $59 | $7,492-99.2% | $6,412-99.1% | $11,429-99.5% |