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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 | $190,133 | $227,399-16.4% | $189,758+0.2% | $198,609-4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.88% | 61.03%-60.2pp | 52.62%-51.7pp | 202.70%-201.8pp |
| Employer contribution / active EE | $3,385 | $5,526-38.8% | $4,767-29.0% | $5,055-33.1% |
| Participant deferral / active EE | $10,290 | $6,837+50.5% | $5,856+75.7% | $6,977+47.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |