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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 | $87,519 | $76,551+14.3% | $123,894-29.4% | $62,881+39.2% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | -9.16% | 18.68%-27.8pp | 47.52%-56.7pp | 20.14%-29.3pp |
| Employer contribution / active EE | $7,548 | $2,882+161.9% | $4,617+63.5% | $2,281+230.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |