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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 | $184,713 | $64,729+185.4% | $112,263+64.5% | $68,490+169.7% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -19.95% | -11.40%-8.5pp | 27.49%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,563 | $2,746-6.7% | $3,636-29.5% | $2,597-1.3% |
| Participant deferral / active EE | $5,185 | $3,566+45.4% | $4,729+9.6% | $4,028+28.7% |
| Admin fee / account holder | $148 | $5,222-97.2% | $6,410-97.7% | $5,403-97.3% |