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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 | $103,397 | $100,811+2.6% | $86,698+19.3% | $134,545-23.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -21.71% | 29.11%-50.8pp | 35.96%-57.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,404 | $3,490-59.8% | $2,837-50.5% | $4,742-70.4% |
| Participant deferral / active EE | $8,674 | $5,339+62.5% | $4,656+86.3% | $6,401+35.5% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,492-99.9% | $11,431-100.0% |