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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 | $242,543 | $181,062+34.0% | $158,223+53.3% | $155,188+56.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -1.82% | 57.39%-59.2pp | 52.09%-53.9pp | 148.84%-150.7pp |
| Employer contribution / active EE | $3,952 | $4,565-13.4% | $4,109-3.8% | $4,248-7.0% |
| Participant deferral / active EE | $12,000 | $6,134+95.6% | $5,467+119.5% | $6,531+83.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |