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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 | $191,481 | $88,585+116.2% | $69,884+174.0% | $134,532+42.3% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -29.01% | 442.80%-471.8pp | 190.81%-219.8pp | 418.27%-447.3pp |
| Employer contribution / active EE | $2,311 | $3,235-28.6% | $2,560-9.7% | $4,741-51.2% |
| Participant deferral / active EE | $4,198 | $4,770-12.0% | $3,848+9.1% | $6,401-34.4% |
| Admin fee / account holder | $196 | $10,441-98.1% | $6,266-96.9% | $11,429-98.3% |