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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 | $190,367 | $131,835+44.4% | $108,582+75.3% | $273,972-30.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 1.20% | -91.57%+92.8pp | -51.70%+52.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $6,013 | $4,913+22.4% | $3,758+60.0% | $4,869+23.5% |
| Participant deferral / active EE | $6,013 | $5,127+17.3% | $4,311+39.5% | $5,287+13.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |