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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 | $155,082 | $209,336-25.9% | $197,124-21.3% | $137,256+13.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -9.52% | 48.09%-57.6pp | 44.34%-53.9pp | 220.34%-229.9pp |
| Employer contribution / active EE | $58,211 | $6,591+783.2% | $6,227+834.8% | $4,156+1300.6% |
| Participant deferral / active EE | $4,600 | $9,614-52.2% | $9,135-49.6% | $6,407-28.2% |
| Admin fee / account holder | $2 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |