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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 | $229,356 | $185,312+23.8% | $161,489+42.0% | $154,746+48.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -16.07% | 103.84%-119.9pp | 89.72%-105.8pp | 172.34%-188.4pp |
| Employer contribution / active EE | $3,756 | $4,769-21.2% | $4,268-12.0% | $4,379-14.2% |
| Participant deferral / active EE | $8,233 | $6,350+29.7% | $5,630+46.2% | $6,730+22.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |