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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 | $141,152 | $135,956+3.8% | $123,894+13.9% | $273,972-48.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.82% | 56.63%-61.4pp | 47.52%-52.3pp | 41.46%-46.3pp |
| Employer contribution / active EE | $3,190 | $5,170-38.3% | $4,617-30.9% | $4,869-34.5% |
| Participant deferral / active EE | $9,868 | $6,343+55.6% | $5,984+64.9% | $5,287+86.6% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |