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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 | $197,585 | $167,362+18.1% | $143,799+37.4% | $134,532+46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -60.05% | 0.47%-60.5pp | -0.04%-60.0pp | 418.27%-478.3pp |
| Employer contribution / active EE | $5,400 | $5,620-3.9% | $4,952+9.0% | $4,741+13.9% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |