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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 | $156,324 | $180,459-13.4% | $154,108+1.4% | $135,380+15.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -14.39% | 888.21%-902.6pp | 735.21%-749.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $10,213 | $6,035+69.2% | $5,298+92.8% | $4,779+113.7% |
| Participant deferral / active EE | $8,725 | $5,806+50.3% | $5,081+71.7% | $5,609+55.6% |
| Admin fee / account holder | $54 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |