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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 | $230,096 | $190,916+20.5% | $160,037+43.8% | $134,545+71.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.98% | 552.79%-574.8pp | 408.95%-430.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $4,130 | $4,996-17.3% | $4,226-2.3% | $4,742-12.9% |
| Participant deferral / active EE | $8,417 | $6,925+21.5% | $6,184+36.1% | $6,401+31.5% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |