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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 | $156,393 | $81,664+91.5% | $70,476+121.9% | $158,966-1.6% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | -10.29% | 208.59%-218.9pp | 109.12%-119.4pp | 302.95%-313.2pp |
| Employer contribution / active EE | $7,878 | $3,219+144.7% | $2,738+187.7% | $4,762+65.4% |
| Participant deferral / active EE | $6,383 | $4,556+40.1% | $3,710+72.0% | $5,983+6.7% |
| Admin fee / account holder | $222 | $6,197-96.4% | $3,847-94.2% | $11,250-98.0% |