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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 | $142,527 | $138,072+3.2% | $123,549+15.4% | $135,382+5.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.23% | 153.69%-166.9pp | 119.20%-132.4pp | 519.77%-533.0pp |
| Employer contribution / active EE | $12,353 | $5,152+139.8% | $4,628+166.9% | $4,779+158.5% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |