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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 | $210,023 | $138,114+52.1% | $125,391+67.5% | $134,545+56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.73% | 750.88%-774.6pp | 572.41%-596.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $3,157 | $5,246-39.8% | $4,816-34.4% | $4,742-33.4% |
| Participant deferral / active EE | $10,788 | $7,801+38.3% | $7,448+44.8% | $6,401+68.5% |
| Admin fee / account holder | $27 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |