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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 | $202,538 | $138,076+46.7% | $123,553+63.9% | $135,380+49.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.83% | 153.70%-165.5pp | 119.21%-131.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $13,239 | $5,152+157.0% | $4,628+186.1% | $4,779+177.0% |
| Participant deferral / active EE | $19,163 | $6,800+181.8% | $6,426+198.2% | $5,609+241.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |