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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 | $219,872 | $117,777+86.7% | $71,778+206.3% | $134,545+63.4% |
| Participation rate | 71.4% | 68.9%+2.5pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -23.45% | 25.46%-48.9pp | 9.15%-32.6pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,936 | $2,525-23.3% | $1,704+13.6% | $4,742-59.2% |
| Participant deferral / active EE | $4,314 | $3,756+14.9% | $2,656+62.4% | $6,401-32.6% |
| Admin fee / account holder | $59 | $6,379-99.1% | $3,974-98.5% | $11,431-99.5% |