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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 | $197,729 | $167,353+18.2% | $143,797+37.5% | $134,545+47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.67% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $21,371 | $5,620+280.2% | $4,952+331.5% | $4,742+350.7% |
| Participant deferral / active EE | $14,785 | $6,447+129.3% | $5,638+162.2% | $6,401+131.0% |
| Admin fee / account holder | $192 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |