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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 | $228,617 | $138,076+65.6% | $123,553+85.0% | $135,380+68.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -10.62% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $17,904 | $5,152+247.5% | $4,628+286.9% | $4,779+274.6% |
| Participant deferral / active EE | $4,847 | $6,800-28.7% | $6,426-24.6% | $5,609-13.6% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |