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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 | $156,489 | $181,062-13.6% | $158,223-1.1% | $155,188+0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -2.65% | 57.39%-60.0pp | 52.09%-54.7pp | 148.84%-151.5pp |
| Employer contribution / active EE | $23,978 | $4,565+425.3% | $4,109+483.6% | $4,248+464.5% |
| Participant deferral / active EE | $15,572 | $6,134+153.8% | $5,467+184.8% | $6,531+138.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |