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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 | $128,971 | $167,533-23.0% | $151,645-15.0% | $134,545-4.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.39% | 7.81%-32.2pp | 3.34%-27.7pp | 418.37%-442.8pp |
| Employer contribution / active EE | $6,749 | $6,828-1.2% | $6,165+9.5% | $4,742+42.3% |
| Participant deferral / active EE | $13,482 | $8,985+50.0% | $8,363+61.2% | $6,401+110.6% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |