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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 | $104,640 | $167,533-37.5% | $151,645-31.0% | $134,545-22.2% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.5%+3.8pp | 81.2%+10.1pp |
| Annual return | -28.16% | 7.81%-36.0pp | 3.34%-31.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $9,900 | $6,828+45.0% | $6,165+60.6% | $4,742+108.8% |
| Participant deferral / active EE | $12,636 | $8,985+40.6% | $8,363+51.1% | $6,401+97.4% |
| Admin fee / account holder | $3 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |