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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 | $178,396 | $167,353+6.6% | $143,797+24.1% | $134,545+32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.63% | 0.48%-27.1pp | -0.04%-26.6pp | 418.37%-445.0pp |
| Employer contribution / active EE | $2,125 | $5,620-62.2% | $4,952-57.1% | $4,742-55.2% |
| Participant deferral / active EE | $2,125 | $6,447-67.0% | $5,638-62.3% | $6,401-66.8% |
| Admin fee / account holder | $16 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |