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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 | $176,078 | $167,352+5.2% | $143,788+22.5% | $134,509+30.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.12% | 0.47%-28.6pp | -0.03%-28.1pp | 418.13%-446.3pp |
| Employer contribution / active EE | $11,396 | $5,620+102.8% | $4,952+130.2% | $4,741+140.4% |
| Participant deferral / active EE | $7,508 | $6,447+16.5% | $5,638+33.2% | $6,400+17.3% |
| Admin fee / account holder | $36 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |