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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 | $148,493 | $99,345+49.5% | $84,753+75.2% | $273,972-45.8% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -2.00% | 22.93%-24.9pp | 22.78%-24.8pp | 41.46%-43.5pp |
| Employer contribution / active EE | $5,427 | $4,214+28.8% | $3,574+51.8% | $4,869+11.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |