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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 | $199,215 | $167,522+18.9% | $151,639+31.4% | $134,532+48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.19% | 7.81%-40.0pp | 3.34%-35.5pp | 418.27%-450.5pp |
| Employer contribution / active EE | $5,217 | $6,828-23.6% | $6,165-15.4% | $4,741+10.0% |
| Participant deferral / active EE | $6,833 | $8,986-24.0% | $8,363-18.3% | $6,401+6.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |