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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 | $161,580 | $153,774+5.1% | $133,979+20.6% | $273,970-41.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | -1.80% | 36.51%-38.3pp | 29.30%-31.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $1,600 | $6,029-73.5% | $5,211-69.3% | $4,869-67.1% |
| Participant deferral / active EE | $14,400 | $6,958+106.9% | $6,282+129.2% | $5,287+172.4% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |