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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 | $131,708 | $156,398-15.8% | $147,318-10.6% | $138,895-5.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -8.21% | 78.75%-87.0pp | 70.43%-78.6pp | 145.39%-153.6pp |
| Employer contribution / active EE | $3,714 | $4,853-23.5% | $4,593-19.1% | $4,194-11.4% |
| Participant deferral / active EE | $13,742 | $8,237+66.8% | $7,906+73.8% | $6,396+114.8% |
| Admin fee / account holder | $81 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |