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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 | $229,356 | $172,111+33.3% | $150,298+52.6% | $137,256+67.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -16.07% | 69.37%-85.4pp | 62.79%-78.9pp | 220.34%-236.4pp |
| Employer contribution / active EE | $3,756 | $4,636-19.0% | $4,154-9.6% | $4,156-9.6% |
| Participant deferral / active EE | $8,233 | $6,166+33.5% | $5,453+51.0% | $6,407+28.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |