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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 | $160,056 | $165,381-3.2% | $149,730+6.9% | $158,966+0.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.62% | 348.29%-356.9pp | 276.70%-285.3pp | 302.95%-311.6pp |
| Employer contribution / active EE | $5,860 | $5,104+14.8% | $4,645+26.2% | $4,762+23.1% |
| Participant deferral / active EE | $9,716 | $7,182+35.3% | $6,843+42.0% | $5,983+62.4% |
| Admin fee / account holder | $188 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |