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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 | $199,449 | $165,584+20.5% | $142,942+39.5% | $137,256+45.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -6.28% | 164.22%-170.5pp | 113.70%-120.0pp | 220.34%-226.6pp |
| Employer contribution / active EE | $3,120 | $4,725-34.0% | $4,139-24.6% | $4,156-24.9% |
| Participant deferral / active EE | $3,900 | $8,194-52.4% | $7,128-45.3% | $6,407-39.1% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |