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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 | $173,482 | $160,059+8.4% | $140,019+23.9% | $135,380+28.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -13.47% | 911.48%-924.9pp | 651.17%-664.6pp | 519.81%-533.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,476 | $7,641+63.3% | $6,927+80.1% | $5,609+122.4% |
| Admin fee / account holder | $278 | $13,328-97.9% | $10,705-97.4% | $10,828-97.4% |