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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 | $194,061 | $167,533+15.8% | $151,645+28.0% | $134,545+44.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.25% | 7.81%-31.1pp | 3.34%-26.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $12,742 | $6,828+86.6% | $6,165+106.7% | $4,742+168.7% |
| Participant deferral / active EE | $11,122 | $8,985+23.8% | $8,363+33.0% | $6,401+73.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |