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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 | $149,200 | $138,075+8.1% | $123,552+20.8% | $135,379+10.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.54% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $2,452 | $5,152-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $14,916 | $6,800+119.4% | $6,426+132.1% | $5,609+165.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |