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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 | $248,623 | $209,422+18.7% | $178,503+39.3% | $158,982+56.4% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | -8.58% | 188.81%-197.4pp | 151.12%-159.7pp | 302.99%-311.6pp |
| Employer contribution / active EE | $16,277 | $5,707+185.2% | $5,011+224.8% | $4,763+241.8% |
| Participant deferral / active EE | $13,952 | $5,955+134.3% | $5,202+168.2% | $5,983+133.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |