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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 | $120,162 | $138,075-13.0% | $123,552-2.7% | $135,379-11.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.96% | 153.70%-165.7pp | 119.20%-131.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $13,326 | $5,152+158.7% | $4,628+187.9% | $4,779+178.8% |
| Participant deferral / active EE | $14,439 | $6,800+112.3% | $6,426+124.7% | $5,609+157.4% |
| Admin fee / account holder | $173 | $10,917-98.4% | $9,285-98.1% | $10,828-98.4% |