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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 | $90,603 | $135,956-33.4% | $123,894-26.9% | $273,972-66.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.27% | 56.63%-59.9pp | 47.52%-50.8pp | 41.46%-44.7pp |
| Employer contribution / active EE | $7,367 | $5,170+42.5% | $4,617+59.6% | $4,869+51.3% |
| Participant deferral / active EE | $8,222 | $6,343+29.6% | $5,984+37.4% | $5,287+55.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |