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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 | $223,619 | $167,522+33.5% | $151,639+47.5% | $134,532+66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.46% | 7.81%-30.3pp | 3.34%-25.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,288 | $6,828-51.8% | $6,165-46.7% | $4,741-30.6% |
| Participant deferral / active EE | $19,600 | $8,986+118.1% | $8,363+134.4% | $6,401+206.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |