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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 | $213,040 | $167,522+27.2% | $151,639+40.5% | $134,532+58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.88% | 7.81%-32.7pp | 3.34%-28.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $8,083 | $6,828+18.4% | $6,165+31.1% | $4,741+70.5% |
| Participant deferral / active EE | $10,722 | $8,986+19.3% | $8,363+28.2% | $6,401+67.5% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |