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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 | $184,471 | $135,956+35.7% | $123,894+48.9% | $273,972-32.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.94% | 56.63%-58.6pp | 47.52%-49.5pp | 41.46%-43.4pp |
| Employer contribution / active EE | $3,093 | $5,170-40.2% | $4,617-33.0% | $4,869-36.5% |
| Participant deferral / active EE | $7,118 | $6,343+12.2% | $5,984+19.0% | $5,287+34.6% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |