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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 | $234,157 | $167,353+39.9% | $143,797+62.8% | $134,545+74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.70% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $11,327 | $5,620+101.5% | $4,952+128.7% | $4,742+138.9% |
| Participant deferral / active EE | $10,201 | $6,447+58.2% | $5,638+80.9% | $6,401+59.4% |
| Admin fee / account holder | $158 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |