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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 | $187,919 | $181,062+3.8% | $158,223+18.8% | $155,188+21.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -2.01% | 57.39%-59.4pp | 52.09%-54.1pp | 148.84%-150.9pp |
| Employer contribution / active EE | $3,280 | $4,565-28.1% | $4,109-20.2% | $4,248-22.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |