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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 | $201,058 | $138,078+45.6% | $125,363+60.4% | $134,509+49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.07% | 750.49%-777.6pp | 572.15%-599.2pp | 418.13%-445.2pp |
| Employer contribution / active EE | $6,890 | $5,245+31.4% | $4,815+43.1% | $4,741+45.3% |
| Participant deferral / active EE | $20,497 | $7,800+162.8% | $7,447+175.2% | $6,400+220.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |