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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 | $207,162 | $115,796+78.9% | $101,264+104.6% | $158,950+30.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -10.48% | 56.15%-66.6pp | 46.48%-57.0pp | 302.91%-313.4pp |
| Employer contribution / active EE | $2,203 | $4,175-47.2% | $3,660-39.8% | $4,762-53.7% |
| Participant deferral / active EE | $10,000 | $4,958+101.7% | $4,370+128.8% | $5,983+67.1% |
| Admin fee / account holder | $16 | $7,247-99.8% | $5,947-99.7% | $11,248-99.9% |