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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 | $167,484 | $138,075+21.3% | $123,552+35.6% | $135,379+23.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.49% | 153.70%-165.2pp | 119.20%-130.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $10,292 | $5,152+99.8% | $4,628+122.4% | $4,779+115.4% |
| Participant deferral / active EE | $24,460 | $6,800+259.7% | $6,426+280.7% | $5,609+336.1% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |