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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 | $194,142 | $168,635+15.1% | $147,617+31.5% | $125,389+54.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.73% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $3,590 | $6,252-42.6% | $5,564-35.5% | $4,866-26.2% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |