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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 | $224,574 | $138,102+62.6% | $125,381+79.1% | $134,532+66.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -48.10% | 750.73%-798.8pp | 572.31%-620.4pp | 418.27%-466.4pp |
| Employer contribution / active EE | $1,491 | $5,245-71.6% | $4,815-69.0% | $4,741-68.6% |
| Participant deferral / active EE | $12,260 | $7,801+57.2% | $7,448+64.6% | $6,401+91.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |