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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 | $192,796 | $138,114+39.6% | $125,391+53.8% | $134,545+43.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.87% | 750.88%-776.8pp | 572.41%-598.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $22,093 | $5,246+321.1% | $4,816+358.8% | $4,742+365.9% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $208 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |