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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 | $199,352 | $138,076+44.4% | $123,553+61.4% | $135,380+47.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.82% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $3,602 | $5,152-30.1% | $4,628-22.2% | $4,779-24.6% |
| Participant deferral / active EE | $2,455 | $6,800-63.9% | $6,426-61.8% | $5,609-56.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |