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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 | $183,348 | $167,352+9.6% | $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 | -21.51% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $5,736 | $5,620+2.1% | $4,952+15.8% | $4,741+21.0% |
| Participant deferral / active EE | $5,714 | $6,447-11.4% | $5,638+1.4% | $6,400-10.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |