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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 | $132,776 | $183,592-27.7% | $155,574-14.7% | $145,877-9.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -22.26% | 61.37%-83.6pp | 64.87%-87.1pp | 551.28%-573.5pp |
| Employer contribution / active EE | $8,643 | $5,317+62.6% | $4,676+84.9% | $4,663+85.4% |
| Participant deferral / active EE | $8,714 | $6,466+34.8% | $5,629+54.8% | $6,691+30.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |