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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 | $217,028 | $167,522+29.6% | $151,639+43.1% | $134,532+61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.23% | 7.81%-34.0pp | 3.34%-29.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $7,921 | $6,828+16.0% | $6,165+28.5% | $4,741+67.1% |
| Participant deferral / active EE | $15,163 | $8,986+68.7% | $8,363+81.3% | $6,401+136.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |