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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 | $227,697 | $156,398+45.6% | $147,318+54.6% | $138,895+63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -8.08% | 78.75%-86.8pp | 70.43%-78.5pp | 145.39%-153.5pp |
| Employer contribution / active EE | $2,000 | $4,853-58.8% | $4,593-56.5% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |