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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 | $158,726 | $142,361+11.5% | $119,608+32.7% | $134,509+18.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -21.19% | -12.46%-8.7pp | -14.98%-6.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $4,014 | $5,224-23.2% | $4,232-5.2% | $4,741-15.3% |
| Participant deferral / active EE | $9,525 | $6,468+47.3% | $5,601+70.1% | $6,400+48.8% |
| Admin fee / account holder | $90 | $13,588-99.3% | $10,326-99.1% | $11,427-99.2% |