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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 | $166,524 | $100,811+65.2% | $86,698+92.1% | $134,545+23.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.40% | 29.11%-51.5pp | 35.96%-58.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $12,075 | $3,490+246.0% | $2,837+325.7% | $4,742+154.7% |
| Participant deferral / active EE | $6,828 | $5,339+27.9% | $4,656+46.6% | $6,401+6.7% |
| Admin fee / account holder | $206 | $10,926-98.1% | $7,492-97.3% | $11,431-98.2% |