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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 | $162,136-18.8% | $152,301-13.5% | $154,746-14.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -8.21% | 91.02%-99.2pp | 80.50%-88.7pp | 172.34%-180.5pp |
| Employer contribution / active EE | $3,714 | $4,890-24.1% | $4,624-19.7% | $4,379-15.2% |
| Participant deferral / active EE | $13,742 | $8,341+64.7% | $8,004+71.7% | $6,730+104.2% |
| Admin fee / account holder | $81 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |