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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 | $149,177 | $209,425-28.8% | $178,499-16.4% | $158,966-6.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.96% | 188.80%-195.8pp | 151.10%-158.1pp | 302.95%-309.9pp |
| Employer contribution / active EE | $8,198 | $5,707+43.6% | $5,011+63.6% | $4,762+72.1% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $50 | $17,078-99.7% | $13,986-99.6% | $11,250-99.6% |