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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 | $202,125 | $138,072+46.4% | $123,549+63.6% | $135,382+49.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.58% | 153.69%-163.3pp | 119.20%-128.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $3,889 | $5,152-24.5% | $4,628-16.0% | $4,779-18.6% |
| Participant deferral / active EE | $11,214 | $6,799+64.9% | $6,426+74.5% | $5,609+99.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |