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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 | $203,570 | $227,597-10.6% | $189,575+7.4% | $167,536+21.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -16.93% | 78.44%-95.4pp | 64.19%-81.1pp | 478.82%-495.7pp |
| Employer contribution / active EE | $64,500 | $5,316+1113.3% | $4,412+1361.9% | $4,839+1232.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $276 | $11,877-97.7% | $9,806-97.2% | $12,315-97.8% |