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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 | $201,269 | $167,522+20.1% | $151,639+32.7% | $134,532+49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.08% | 7.81%-45.9pp | 3.34%-41.4pp | 418.27%-456.3pp |
| Employer contribution / active EE | $16,376 | $6,828+139.8% | $6,165+165.6% | $4,741+245.4% |
| Participant deferral / active EE | $16,629 | $8,986+85.1% | $8,363+98.8% | $6,401+159.8% |
| Admin fee / account holder | $105 | $13,780-99.2% | $11,613-99.1% | $11,429-99.1% |