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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 | $127,951 | $73,848+73.3% | $143,799-11.0% | $68,486+86.8% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -20.32% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $8,415 | $3,184+164.3% | $4,952+69.9% | $2,597+224.1% |
| Participant deferral / active EE | $9,395 | $3,385+177.6% | $5,638+66.6% | $4,028+133.3% |
| Admin fee / account holder | $281 | $5,755-95.1% | $14,677-98.1% | $5,404-94.8% |