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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 | $154,063 | $142,361+8.2% | $119,608+28.8% | $134,509+14.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.47% | -12.46%-11.0pp | -14.98%-8.5pp | 418.13%-441.6pp |
| Employer contribution / active EE | $4,694 | $5,224-10.1% | $4,232+10.9% | $4,741-1.0% |
| Participant deferral / active EE | $7,386 | $6,468+14.2% | $5,601+31.9% | $6,400+15.4% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |