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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 | $128,045 | $125,778+1.8% | $114,563+11.8% | $154,746-17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -6.68% | 295.14%-301.8pp | 241.09%-247.8pp | 172.34%-179.0pp |
| Employer contribution / active EE | $7,395 | $2,806+163.5% | $2,592+185.3% | $4,379+68.9% |
| Participant deferral / active EE | $17,337 | $4,445+290.1% | $4,142+318.6% | $6,730+157.6% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |