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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 | $109,212 | $168,636-35.2% | $147,618-26.0% | $125,388-12.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.21% | 77.65%-82.9pp | 61.98%-67.2pp | 282.24%-287.4pp |
| Employer contribution / active EE | $10,227 | $6,252+63.6% | $5,565+83.8% | $4,866+110.2% |
| Participant deferral / active EE | $7,287 | $5,507+32.3% | $4,895+48.8% | $5,352+36.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |