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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 | $85,808 | $168,636-49.1% | $147,617-41.9% | $125,393-31.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.72% | 77.65%-86.4pp | 61.98%-70.7pp | 282.23%-291.0pp |
| Employer contribution / active EE | $6,523 | $6,252+4.3% | $5,565+17.2% | $4,866+34.0% |
| Participant deferral / active EE | $5,233 | $5,507-5.0% | $4,895+6.9% | $5,351-2.2% |
| Admin fee / account holder | $172 | $13,580-98.7% | $11,611-98.5% | $9,541-98.2% |