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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 | $181,899 | $112,121+62.2% | $95,960+89.6% | $158,966+14.4% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | -13.95% | 171.16%-185.1pp | 91.63%-105.6pp | 302.95%-316.9pp |
| Employer contribution / active EE | $3,968 | $3,199+24.1% | $2,541+56.2% | $4,762-16.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $171 | $10,135-98.3% | $6,797-97.5% | $11,250-98.5% |