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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 | $183,388 | $154,228+18.9% | $145,433+26.1% | $137,256+33.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -2.23% | 74.59%-76.8pp | 66.58%-68.8pp | 220.34%-222.6pp |
| Employer contribution / active EE | $30,596 | $4,804+536.9% | $4,554+571.8% | $4,156+636.2% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |