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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 | $165,846 | $106,551+55.6% | $91,225+81.8% | $134,532+23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -33.39% | 160.78%-194.2pp | 114.12%-147.5pp | 418.27%-451.7pp |
| Employer contribution / active EE | $14,171 | $3,331+325.4% | $2,851+397.1% | $4,741+198.9% |
| Participant deferral / active EE | $16,100 | $4,718+241.2% | $4,233+280.3% | $6,401+151.5% |
| Admin fee / account holder | $89 | $6,234-98.6% | $5,422-98.4% | $11,429-99.2% |