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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 | $129,307 | $127,387+1.5% | $115,038+12.4% | $125,389+3.1% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | -26.63% | 31.28%-57.9pp | 26.14%-52.8pp | 282.24%-308.9pp |
| Employer contribution / active EE | $2,877 | $5,166-44.3% | $4,608-37.6% | $4,866-40.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |