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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 | $131,977 | $100,805+30.9% | $86,698+52.2% | $134,532-1.9% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -21.23% | 29.09%-50.3pp | 35.95%-57.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $8,530 | $3,490+144.4% | $2,837+200.7% | $4,741+79.9% |
| Participant deferral / active EE | $5,217 | $5,339-2.3% | $4,656+12.1% | $6,401-18.5% |
| Admin fee / account holder | $126 | $10,925-98.8% | $7,493-98.3% | $11,429-98.9% |