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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 | $161,416 | $138,076+16.9% | $123,553+30.6% | $135,380+19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.32% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $5,642 | $5,152+9.5% | $4,628+21.9% | $4,779+18.1% |
| Participant deferral / active EE | $10,221 | $6,800+50.3% | $6,426+59.1% | $5,609+82.2% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |