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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 | $183,271 | $167,352+9.5% | $143,788+27.5% | $134,509+36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.87% | 0.47%-22.3pp | -0.03%-21.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $9,495 | $5,620+69.0% | $4,952+91.8% | $4,741+100.3% |
| Participant deferral / active EE | $9,336 | $6,447+44.8% | $5,638+65.6% | $6,400+45.9% |
| Admin fee / account holder | $177 | $18,091-99.0% | $14,675-98.8% | $11,427-98.5% |