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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 | $150,111 | $167,533-10.4% | $151,645-1.0% | $134,545+11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.22% | 7.81%-35.0pp | 3.34%-30.6pp | 418.37%-445.6pp |
| Employer contribution / active EE | $10,154 | $6,828+48.7% | $6,165+64.7% | $4,742+114.1% |
| Participant deferral / active EE | $17,836 | $8,985+98.5% | $8,363+113.3% | $6,401+178.6% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |