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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 | $203,436 | $167,353+21.6% | $143,797+41.5% | $134,545+51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.90% | 0.48%-23.4pp | -0.04%-22.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,124 | $5,620-62.2% | $4,952-57.1% | $4,742-55.2% |
| Participant deferral / active EE | $7,868 | $6,447+22.0% | $5,638+39.6% | $6,401+22.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |