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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 | $163,132 | $167,533-2.6% | $151,645+7.6% | $134,545+21.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.46% | 7.81%-31.3pp | 3.34%-26.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,693 | $6,828-75.2% | $6,165-72.5% | $4,742-64.3% |
| Participant deferral / active EE | $5,537 | $8,985-38.4% | $8,363-33.8% | $6,401-13.5% |
| Admin fee / account holder | $76 | $13,781-99.4% | $11,614-99.3% | $11,431-99.3% |