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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 | $108,950 | $166,242-34.5% | $165,071-34.0% | $145,884-25.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -18.30% | 100.44%-118.7pp | 70.17%-88.5pp | 551.85%-570.2pp |
| Employer contribution / active EE | $5,058 | $5,283-4.3% | $4,347+16.3% | $4,662+8.5% |
| Participant deferral / active EE | $22,700 | $6,964+226.0% | $6,035+276.1% | $6,690+239.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |