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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 | $94,828 | $97,020-2.3% | $83,322+13.8% | $135,379-30.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -13.19% | 12.31%-25.5pp | 10.64%-23.8pp | 519.79%-533.0pp |
| Employer contribution / active EE | $6,775 | $4,144+63.5% | $3,379+100.5% | $4,779+41.8% |
| Participant deferral / active EE | $6,956 | $5,964+16.6% | $5,565+25.0% | $5,609+24.0% |
| Admin fee / account holder | $294 | $8,426-96.5% | $7,540-96.1% | $10,828-97.3% |