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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 | $147,368 | $168,635-12.6% | $147,617-0.2% | $125,389+17.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.77% | 77.65%-81.4pp | 61.98%-65.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,605 | $6,252-74.3% | $5,564-71.1% | $4,866-67.0% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |