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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 | $191,585 | $153,769+24.6% | $133,975+43.0% | $273,972-30.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -14.89% | 36.51%-51.4pp | 29.29%-44.2pp | 41.46%-56.3pp |
| Employer contribution / active EE | $22,429 | $6,029+272.0% | $5,211+330.4% | $4,869+360.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |