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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 | $232,326 | $217,432+6.8% | $185,849+25.0% | $167,536+38.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.92% | 148.42%-149.3pp | 122.10%-123.0pp | 478.82%-479.7pp |
| Employer contribution / active EE | $1,714 | $5,875-70.8% | $5,169-66.8% | $4,839-64.6% |
| Participant deferral / active EE | $7,429 | $6,357+16.8% | $5,569+33.4% | $6,342+17.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |