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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 | $236,305 | $100,811+134.4% | $86,698+172.6% | $134,545+75.6% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -20.31% | 29.11%-49.4pp | 35.96%-56.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,758 | $3,490-21.0% | $2,837-2.8% | $4,742-41.8% |
| Participant deferral / active EE | $11,179 | $5,339+109.4% | $4,656+140.1% | $6,401+74.6% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |