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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 | $157,995 | $138,076+14.4% | $123,553+27.9% | $135,380+16.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.83% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,909 | $5,152-43.5% | $4,628-37.1% | $4,779-39.1% |
| Participant deferral / active EE | $22,000 | $6,800+223.6% | $6,426+242.4% | $5,609+292.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |