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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 | $99,731 | $58,587+70.2% | $83,322+19.7% | $64,173+55.4% |
| Participation rate | 91.7% | 72.0%+19.6pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -10.03% | 9.65%-19.7pp | 10.64%-20.7pp | 7.63%-17.7pp |
| Employer contribution / active EE | $6,755 | $2,098+221.9% | $3,379+99.9% | $2,381+183.7% |
| Participant deferral / active EE | $4,185 | $4,654-10.1% | $5,565-24.8% | $3,470+20.6% |
| Admin fee / account holder | $162 | $9,279-98.3% | $7,540-97.9% | $4,887-96.7% |