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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 | $189,872 | $75,962+150.0% | $154,108+23.2% | $64,173+195.9% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -8.32% | 30.32%-38.6pp | 735.21%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,199 | $3,350+85.0% | $5,298+17.0% | $2,381+160.4% |
| Participant deferral / active EE | $6,685 | $3,175+110.6% | $5,081+31.6% | $3,470+92.7% |
| Admin fee / account holder | $232 | $5,589-95.9% | $13,411-98.3% | $4,887-95.3% |