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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 | $164,764 | $197,603-16.6% | $177,827-7.3% | $158,950+3.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.79% | 58.76%-59.6pp | 48.32%-49.1pp | 302.91%-303.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,147 | $8,404+8.8% | $7,713+18.6% | $5,983+52.9% |
| Admin fee / account holder | $17 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |