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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 | $161,739 | $100,805+60.4% | $86,698+86.6% | $134,532+20.2% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -27.09% | 29.09%-56.2pp | 35.95%-63.0pp | 418.27%-445.4pp |
| Employer contribution / active EE | $2,633 | $3,490-24.6% | $2,837-7.2% | $4,741-44.5% |
| Participant deferral / active EE | $5,040 | $5,339-5.6% | $4,656+8.2% | $6,401-21.3% |
| Admin fee / account holder | $232 | $10,925-97.9% | $7,493-96.9% | $11,429-98.0% |