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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 | $63,745 | $168,636-62.2% | $147,618-56.8% | $125,388-49.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -14.36% | 77.65%-92.0pp | 61.98%-76.3pp | 282.24%-296.6pp |
| Employer contribution / active EE | $23,448 | $6,252+275.0% | $5,565+321.4% | $4,866+381.9% |
| Participant deferral / active EE | $14,450 | $5,507+162.4% | $4,895+195.2% | $5,352+170.0% |
| Admin fee / account holder | $211 | $13,580-98.4% | $11,612-98.2% | $9,541-97.8% |