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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 | $223,823-30.5% | $211,142-26.3% | $154,746+0.6% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | -14.53% | 50.39%-64.9pp | 46.84%-61.4pp | 172.34%-186.9pp |
| Employer contribution / active EE | $4,092 | $6,787-39.7% | $6,442-36.5% | $4,379-6.6% |
| Participant deferral / active EE | $11,268 | $9,750+15.6% | $9,284+21.4% | $6,730+67.4% |
| Admin fee / account holder | $262 | $19,707-98.7% | $19,076-98.6% | $14,365-98.2% |