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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 | $201,017 | $138,114+45.5% | $125,391+60.3% | $134,545+49.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -25.61% | 750.88%-776.5pp | 572.41%-598.0pp | 418.37%-444.0pp |
| Employer contribution / active EE | $2,728 | $5,246-48.0% | $4,816-43.4% | $4,742-42.5% |
| Participant deferral / active EE | $9,585 | $7,801+22.9% | $7,448+28.7% | $6,401+49.7% |
| Admin fee / account holder | $296 | $11,570-97.4% | $10,009-97.0% | $11,431-97.4% |