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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 | $156,296 | $97,289+60.7% | $92,805+68.4% | $155,188+0.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | -16.29% | 29.03%-45.3pp | 31.59%-47.9pp | 148.84%-165.1pp |
| Employer contribution / active EE | $5,000 | $3,632+37.7% | $3,424+46.0% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |