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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 | $201,221 | $150,207+34.0% | $120,380+67.2% | $145,978+37.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -1.74% | 154.28%-156.0pp | 107.28%-109.0pp | 550.52%-552.3pp |
| Employer contribution / active EE | $13,206 | $4,351+203.5% | $3,465+281.1% | $4,662+183.3% |
| Participant deferral / active EE | $10,495 | $6,175+69.9% | $4,992+110.2% | $6,690+56.9% |
| Admin fee / account holder | $165 | $12,203-98.6% | $9,421-98.2% | $13,400-98.8% |