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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 | $168,760 | $167,533+0.7% | $151,645+11.3% | $134,545+25.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.64% | 7.81%-31.5pp | 3.34%-27.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $9,150 | $6,828+34.0% | $6,165+48.4% | $4,742+93.0% |
| Participant deferral / active EE | $11,532 | $8,985+28.3% | $8,363+37.9% | $6,401+80.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |