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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 | $222,987 | $110,083+102.6% | $151,645+47.0% | $68,490+225.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -18.65% | -10.12%-8.5pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,326 | $4,470-3.2% | $6,165-29.8% | $2,597+66.6% |
| Participant deferral / active EE | $12,515 | $6,526+91.8% | $8,363+49.7% | $4,028+210.7% |
| Admin fee / account holder | $83 | $7,718-98.9% | $11,614-99.3% | $5,403-98.5% |