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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 | $164,709 | $138,076+19.3% | $123,553+33.3% | $135,380+21.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.59% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $4,320 | $5,152-16.2% | $4,628-6.7% | $4,779-9.6% |
| Participant deferral / active EE | $6,743 | $6,800-0.8% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |