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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 | $219,416 | $167,352+31.1% | $143,788+52.6% | $134,509+63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.32% | 0.47%-31.8pp | -0.03%-31.3pp | 418.13%-449.5pp |
| Employer contribution / active EE | $6,410 | $5,620+14.1% | $4,952+29.4% | $4,741+35.2% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.3% | $6,400+181.2% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |