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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 | $184,850 | $138,078+33.9% | $125,363+47.5% | $134,509+37.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.92% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $8,667 | $5,245+65.3% | $4,815+80.0% | $4,741+82.8% |
| Participant deferral / active EE | $11,370 | $7,800+45.8% | $7,447+52.7% | $6,400+77.7% |
| Admin fee / account holder | $169 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |