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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 | $115,827 | $168,635-31.3% | $147,617-21.5% | $125,389-7.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.72% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $3,753 | $6,252-40.0% | $5,564-32.6% | $4,866-22.9% |
| Participant deferral / active EE | $7,597 | $5,507+38.0% | $4,895+55.2% | $5,352+42.0% |
| Admin fee / account holder | $285 | $13,580-97.9% | $11,612-97.5% | $9,541-97.0% |