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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 | $211,799 | $138,076+53.4% | $123,553+71.4% | $135,380+56.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.55% | 153.70%-163.2pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,081 | $5,152-59.6% | $4,628-55.0% | $4,779-56.5% |
| Participant deferral / active EE | $10,255 | $6,800+50.8% | $6,426+59.6% | $5,609+82.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |