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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 | $155,610 | $142,392+9.3% | $119,622+30.1% | $134,532+15.7% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -20.45% | -12.46%-8.0pp | -14.98%-5.5pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,062 | $5,224-41.4% | $4,232-27.7% | $4,741-35.4% |
| Participant deferral / active EE | $6,961 | $6,467+7.6% | $5,601+24.3% | $6,401+8.8% |
| Admin fee / account holder | $12 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |