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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 | $147,545 | $77,817+89.6% | $123,553+19.4% | $64,173+129.9% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -8.69% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,313 | $3,014+43.1% | $4,628-6.8% | $2,381+81.2% |
| Participant deferral / active EE | $10,166 | $5,240+94.0% | $6,426+58.2% | $3,470+193.0% |
| Admin fee / account holder | $276 | $5,519-95.0% | $9,284-97.0% | $4,887-94.4% |