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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 | $138,896 | $127,387+9.0% | $115,038+20.7% | $125,389+10.8% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -4.28% | 31.28%-35.6pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $7,739 | $5,166+49.8% | $4,608+67.9% | $4,866+59.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |