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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 | $79,460 | $156,398-49.2% | $147,318-46.1% | $138,895-42.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -9.44% | 78.75%-88.2pp | 70.43%-79.9pp | 145.39%-154.8pp |
| Employer contribution / active EE | $3,220 | $4,853-33.7% | $4,593-29.9% | $4,194-23.2% |
| Participant deferral / active EE | $6,440 | $8,237-21.8% | $7,906-18.6% | $6,396+0.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |