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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 | $121,737 | $138,076-11.8% | $123,553-1.5% | $135,380-10.1% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -9.89% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $5,730 | $5,152+11.2% | $4,628+23.8% | $4,779+19.9% |
| Participant deferral / active EE | $11,491 | $6,800+69.0% | $6,426+78.8% | $5,609+104.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |