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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 | $173,802 | $167,353+3.9% | $143,797+20.9% | $134,545+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.29% | 0.48%-20.8pp | -0.04%-20.2pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,406 | $5,620-75.0% | $4,952-71.6% | $4,742-70.3% |
| Participant deferral / active EE | $2,994 | $6,447-53.6% | $5,638-46.9% | $6,401-53.2% |
| Admin fee / account holder | $34 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |