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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 | $178,412 | $211,946-15.8% | $169,452+5.3% | $135,382+31.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -11.95% | 3.26%-15.2pp | 1.83%-13.8pp | 519.77%-531.7pp |
| Employer contribution / active EE | $9,004 | $5,117+76.0% | $4,157+116.6% | $4,779+88.4% |
| Participant deferral / active EE | $9,942 | $6,075+63.6% | $5,277+88.4% | $5,609+77.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |