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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 | $175,313 | $138,076+27.0% | $123,553+41.9% | $135,380+29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.61% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $6,803 | $5,152+32.0% | $4,628+47.0% | $4,779+42.4% |
| Participant deferral / active EE | $9,995 | $6,800+47.0% | $6,426+55.5% | $5,609+78.2% |
| Admin fee / account holder | $27 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |