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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 | $201,168 | $215,361-6.6% | $171,082+17.6% | $273,972-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -7.93% | 25.14%-33.1pp | 32.56%-40.5pp | 41.46%-49.4pp |
| Employer contribution / active EE | $9,260 | $4,967+86.4% | $4,002+131.4% | $4,869+90.2% |
| Participant deferral / active EE | $5,699 | $5,543+2.8% | $4,797+18.8% | $5,287+7.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |