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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 | $200,681 | $73,867+171.7% | $143,770+39.6% | $68,498+193.0% |
| Participation rate | 83.7% | 66.7%+17.0pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -20.95% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $11,180 | $3,184+251.1% | $4,951+125.8% | $2,596+330.6% |
| Participant deferral / active EE | $9,718 | $3,384+187.1% | $5,638+72.4% | $4,027+141.3% |
| Admin fee / account holder | $245 | $5,755-95.7% | $14,673-98.3% | $5,403-95.5% |