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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 | $158,355 | $217,432-27.2% | $185,849-14.8% | $167,536-5.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -2.12% | 148.42%-150.5pp | 122.10%-124.2pp | 478.82%-480.9pp |
| Employer contribution / active EE | $4,004 | $5,875-31.8% | $5,169-22.5% | $4,839-17.3% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,342+64.0% |
| Admin fee / account holder | $2 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |