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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 | $118,154 | $167,504-29.5% | $151,628-22.1% | $134,509-12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.02% | 7.81%-29.8pp | 3.34%-25.4pp | 418.13%-440.2pp |
| Employer contribution / active EE | $24,640 | $6,828+260.9% | $6,165+299.7% | $4,741+419.8% |
| Participant deferral / active EE | $13,794 | $8,985+53.5% | $8,363+64.9% | $6,400+115.5% |
| Admin fee / account holder | $11 | $13,779-99.9% | $11,613-99.9% | $11,427-99.9% |