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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 | $157,330 | $167,522-6.1% | $151,639+3.8% | $134,532+16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.64% | 7.81%-39.4pp | 3.34%-35.0pp | 418.27%-449.9pp |
| Employer contribution / active EE | $3,075 | $6,828-55.0% | $6,165-50.1% | $4,741-35.1% |
| Participant deferral / active EE | $12,719 | $8,986+41.5% | $8,363+52.1% | $6,401+98.7% |
| Admin fee / account holder | $12 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |