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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 | $127,126 | $83,908+51.5% | $68,509+85.6% | $125,389+1.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -3.61% | 14.48%-18.1pp | 8.27%-11.9pp | 282.24%-285.8pp |
| Employer contribution / active EE | $13,838 | $3,031+356.5% | $2,278+507.5% | $4,866+184.4% |
| Participant deferral / active EE | $7,706 | $4,125+86.8% | $3,382+127.8% | $5,352+44.0% |
| Admin fee / account holder | $16 | $8,982-99.8% | $5,275-99.7% | $9,541-99.8% |