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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 | $140,659 | $90,486+55.4% | $78,676+78.8% | $273,972-48.7% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | -0.57% | 75.62%-76.2pp | 62.19%-62.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $5,777 | $3,175+82.0% | $2,850+102.7% | $4,869+18.7% |
| Participant deferral / active EE | $7,157 | $3,901+83.5% | $3,517+103.5% | $5,287+35.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |