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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 | $154,576 | $107,809+43.4% | $90,657+70.5% | $135,380+14.2% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -10.39% | -0.90%-9.5pp | 1.89%-12.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $3,389 | $3,018+12.3% | $2,532+33.9% | $4,779-29.1% |
| Participant deferral / active EE | $11,126 | $3,872+187.4% | $3,424+224.9% | $5,609+98.4% |
| Admin fee / account holder | $98 | $5,931-98.4% | $4,994-98.0% | $10,828-99.1% |