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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 | $192,718 | $99,345+94.0% | $84,753+127.4% | $273,972-29.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | -0.76% | 22.93%-23.7pp | 22.78%-23.5pp | 41.46%-42.2pp |
| Employer contribution / active EE | $750 | $4,214-82.2% | $3,574-79.0% | $4,869-84.6% |
| Participant deferral / active EE | $3,514 | $4,270-17.7% | $3,712-5.3% | $5,287-33.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |