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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 | $132,487 | $172,111-23.0% | $150,298-11.9% | $137,256-3.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -0.17% | 69.37%-69.5pp | 62.79%-63.0pp | 220.34%-220.5pp |
| Employer contribution / active EE | $6,985 | $4,636+50.7% | $4,154+68.1% | $4,156+68.1% |
| Participant deferral / active EE | $7,722 | $6,166+25.2% | $5,453+41.6% | $6,407+20.5% |
| Admin fee / account holder | $43 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |