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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 | $79,997 | $127,386-37.2% | $115,037-30.5% | $125,388-36.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.16% | 31.28%-39.4pp | 26.14%-34.3pp | 282.24%-290.4pp |
| Employer contribution / active EE | $31,000 | $5,166+500.1% | $4,608+572.8% | $4,866+537.1% |
| Participant deferral / active EE | $18,698 | $6,423+191.1% | $6,026+210.3% | $5,352+249.4% |
| Admin fee / account holder | $148 | $9,516-98.4% | $8,175-98.2% | $9,541-98.4% |