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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 | $221,897 | $217,432+2.1% | $185,849+19.4% | $167,536+32.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -17.40% | 148.42%-165.8pp | 122.10%-139.5pp | 478.82%-496.2pp |
| Employer contribution / active EE | $12,641 | $5,875+115.2% | $5,169+144.6% | $4,839+161.2% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,569+75.1% | $6,342+53.7% |
| Admin fee / account holder | $65 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |