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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 | $185,020 | $197,819-6.5% | $155,789+18.8% | $125,389+47.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.06% | 86.73%-90.8pp | 71.54%-75.6pp | 282.24%-286.3pp |
| Employer contribution / active EE | $2,595 | $4,850-46.5% | $3,839-32.4% | $4,866-46.7% |
| Participant deferral / active EE | $5,709 | $5,631+1.4% | $4,798+19.0% | $5,352+6.7% |
| Admin fee / account holder | $210 | $9,544-97.8% | $7,477-97.2% | $9,541-97.8% |