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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 | $246,999 | $175,231+41.0% | $149,696+65.0% | $139,466+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -13.03% | 166.77%-179.8pp | 134.46%-147.5pp | 373.66%-386.7pp |
| Employer contribution / active EE | $7,344 | $5,478+34.1% | $4,821+52.3% | $4,754+54.5% |
| Participant deferral / active EE | $6,581 | $6,521+0.9% | $5,682+15.8% | $6,712-2.0% |
| Admin fee / account holder | $26 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |