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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 | $172,795 | $197,603-12.6% | $177,827-2.8% | $158,950+8.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -11.29% | 58.76%-70.1pp | 48.32%-59.6pp | 302.91%-314.2pp |
| Employer contribution / active EE | $8,775 | $6,698+31.0% | $5,918+48.3% | $4,762+84.3% |
| Participant deferral / active EE | $12,072 | $8,404+43.6% | $7,713+56.5% | $5,983+101.8% |
| Admin fee / account holder | $213 | $15,402-98.6% | $12,429-98.3% | $11,248-98.1% |