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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 | $227,879 | $180,459+26.3% | $154,108+47.9% | $135,380+68.3% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -9.24% | 888.21%-897.5pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $8,456 | $6,035+40.1% | $5,298+59.6% | $4,779+77.0% |
| Participant deferral / active EE | $5,490 | $5,806-5.5% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $4 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |