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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 | $147,607 | $168,636-12.5% | $147,6170% | $125,393+17.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -5.05% | 77.65%-82.7pp | 61.98%-67.0pp | 282.23%-287.3pp |
| Employer contribution / active EE | $10,529 | $6,252+68.4% | $5,565+89.2% | $4,866+116.4% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,351+34.5% |
| Admin fee / account holder | -$203 | $13,580-101.5% | $11,611-101.7% | $9,541-102.1% |