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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 | $170,192 | $168,635+0.9% | $147,617+15.3% | $125,389+35.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -12.94% | 77.65%-90.6pp | 61.98%-74.9pp | 282.24%-295.2pp |
| Employer contribution / active EE | $7,451 | $6,252+19.2% | $5,564+33.9% | $4,866+53.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $256 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |