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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 | $183,095 | $103,393+77.1% | $87,103+110.2% | $152,909+19.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | -0.27% | 28.10%-28.4pp | 28.19%-28.5pp | 345.46%-345.7pp |
| Employer contribution / active EE | $5,000 | $3,221+55.2% | $2,521+98.3% | $4,764+5.0% |
| Participant deferral / active EE | $2,774 | $4,778-41.9% | $4,049-31.5% | $5,851-52.6% |
| Admin fee / account holder | $3 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |