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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 | $150,396 | $95,415+57.6% | $185,851-19.1% | $85,851+75.2% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | -75.45% | 23.59%-99.0pp | 122.11%-197.6pp | 318.63%-394.1pp |
| Employer contribution / active EE | $6,206 | $3,314+87.3% | $5,168+20.1% | $2,565+141.9% |
| Participant deferral / active EE | $9,474 | $3,424+176.7% | $5,569+70.1% | $3,952+139.7% |
| Admin fee / account holder | $176 | $7,215-97.6% | $16,245-98.9% | $6,261-97.2% |