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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 | $169,400 | $110,083+53.9% | $151,645+11.7% | $68,490+147.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.11% | -10.12%-9.0pp | 3.34%-22.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $7,034 | $4,470+57.4% | $6,165+14.1% | $2,597+170.9% |
| Participant deferral / active EE | $11,087 | $6,526+69.9% | $8,363+32.6% | $4,028+175.3% |
| Admin fee / account holder | $162 | $7,718-97.9% | $11,614-98.6% | $5,403-97.0% |