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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 | $166,000 | $167,522-0.9% | $151,639+9.5% | $134,532+23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.71% | 7.81%-44.5pp | 3.34%-40.0pp | 418.27%-455.0pp |
| Employer contribution / active EE | $32,825 | $6,828+380.7% | $6,165+432.4% | $4,741+592.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |