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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 | $110,011 | $108,685+1.2% | $74,719+47.2% | $152,885-28.0% |
| Participation rate | 84.6% | 65.3%+19.3pp | 54.5%+30.2pp | 82.5%+2.2pp |
| Annual return | -7.28% | 114.09%-121.4pp | 753.05%-760.3pp | 345.39%-352.7pp |
| Employer contribution / active EE | $5,596 | $1,504+272.1% | $1,084+416.2% | $4,763+17.5% |
| Participant deferral / active EE | $9,231 | $2,712+240.4% | $1,963+370.2% | $5,851+57.8% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |