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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 | $104,528 | $93,064+12.3% | $74,577+40.2% | $273,972-61.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | -8.89% | 26.18%-35.1pp | 20.47%-29.4pp | 41.46%-50.3pp |
| Employer contribution / active EE | $2,189 | $3,160-30.7% | $2,525-13.3% | $4,869-55.0% |
| Participant deferral / active EE | $884 | $4,160-78.8% | $3,458-74.4% | $5,287-83.3% |
| Admin fee / account holder | $169 | $5,273-96.8% | $4,138-95.9% | $10,133-98.3% |