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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 | $155,641 | $275,752-43.6% | $256,809-39.4% | $198,609-21.6% |
| Participation rate | 90.0% | 89.2%+0.8pp | 88.5%+1.5pp | 82.4%+7.6pp |
| Annual return | -14.53% | 34.81%-49.3pp | 32.73%-47.3pp | 202.70%-217.2pp |
| Employer contribution / active EE | $4,092 | $7,721-47.0% | $7,263-43.7% | $5,055-19.1% |
| Participant deferral / active EE | $11,268 | $10,037+12.3% | $9,520+18.4% | $6,977+61.5% |
| Admin fee / account holder | $262 | $25,716-99.0% | $25,146-99.0% | $19,030-98.6% |