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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 | $134,792 | $167,522-19.5% | $151,639-11.1% | $134,532+0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.22% | 7.81%-34.0pp | 3.34%-29.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $10,599 | $6,828+55.2% | $6,165+71.9% | $4,741+123.6% |
| Participant deferral / active EE | $9,655 | $8,986+7.4% | $8,363+15.4% | $6,401+50.8% |
| Admin fee / account holder | $187 | $13,780-98.6% | $11,613-98.4% | $11,429-98.4% |