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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 | $167,913 | $167,522+0.2% | $151,639+10.7% | $134,532+24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.36% | 7.81%-31.2pp | 3.34%-26.7pp | 418.27%-441.6pp |
| Employer contribution / active EE | $18,671 | $6,828+173.4% | $6,165+202.9% | $4,741+293.8% |
| Participant deferral / active EE | $11,287 | $8,986+25.6% | $8,363+35.0% | $6,401+76.3% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |