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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 | $153,769 | $167,533-8.2% | $151,645+1.4% | $134,545+14.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.61% | 7.81%-43.4pp | 3.34%-38.9pp | 418.37%-454.0pp |
| Employer contribution / active EE | $21,253 | $6,828+211.2% | $6,165+244.7% | $4,742+348.2% |
| Participant deferral / active EE | $18,049 | $8,985+100.9% | $8,363+115.8% | $6,401+182.0% |
| Admin fee / account holder | $5 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |