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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 | $166,819 | $90,486+84.4% | $78,676+112.0% | $273,972-39.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.27% | 75.62%-75.9pp | 62.19%-62.5pp | 41.46%-41.7pp |
| Employer contribution / active EE | $4,858 | $3,175+53.0% | $2,850+70.4% | $4,869-0.2% |
| Participant deferral / active EE | $5,135 | $3,901+31.6% | $3,517+46.0% | $5,287-2.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |