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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 | $233,898 | $138,076+69.4% | $123,553+89.3% | $135,380+72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.34% | 153.70%-169.0pp | 119.21%-134.5pp | 519.81%-535.1pp |
| Employer contribution / active EE | $6,833 | $5,152+32.6% | $4,628+47.7% | $4,779+43.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |