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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 | $180,341 | $138,102+30.6% | $125,381+43.8% | $134,532+34.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -27.65% | 750.73%-778.4pp | 572.31%-600.0pp | 418.27%-445.9pp |
| Employer contribution / active EE | $5,791 | $5,245+10.4% | $4,815+20.3% | $4,741+22.1% |
| Participant deferral / active EE | $17,634 | $7,801+126.1% | $7,448+136.8% | $6,401+175.5% |
| Admin fee / account holder | $203 | $11,568-98.2% | $10,007-98.0% | $11,429-98.2% |