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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 | $235,984 | $168,635+39.9% | $147,617+59.9% | $125,389+88.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.76% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $8,779 | $6,252+40.4% | $5,564+57.8% | $4,866+80.4% |
| Participant deferral / active EE | $9,868 | $5,507+79.2% | $4,895+101.6% | $5,352+84.4% |
| Admin fee / account holder | $243 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |