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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 | $207,029 | $110,083+88.1% | $151,645+36.5% | $68,490+202.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -22.31% | -10.12%-12.2pp | 3.34%-25.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $15,850 | $4,470+254.6% | $6,165+157.1% | $2,597+510.4% |
| Participant deferral / active EE | $14,443 | $6,526+121.3% | $8,363+72.7% | $4,028+258.6% |
| Admin fee / account holder | $40 | $7,718-99.5% | $11,614-99.7% | $5,403-99.3% |