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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 | $175,597 | $82,678+112.4% | $125,391+40.0% | $68,490+156.4% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $6,891 | $3,382+103.7% | $4,816+43.1% | $2,597+165.4% |
| Participant deferral / active EE | $11,275 | $6,111+84.5% | $7,448+51.4% | $4,028+179.9% |
| Admin fee / account holder | $204 | $6,277-96.8% | $10,009-98.0% | $5,403-96.2% |