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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 | $155,231 | $180,466-14.0% | $154,114+0.7% | $135,382+14.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.37% | 888.15%-897.5pp | 735.16%-744.5pp | 519.77%-529.1pp |
| Employer contribution / active EE | $9,363 | $6,035+55.1% | $5,298+76.7% | $4,779+95.9% |
| Participant deferral / active EE | $7,400 | $5,806+27.4% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | -$153 | $16,144-100.9% | $13,411-101.1% | $10,829-101.4% |