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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 | $177,388 | $167,522+5.9% | $151,639+17.0% | $134,532+31.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.75% | 7.81%-29.6pp | 3.34%-25.1pp | 418.27%-440.0pp |
| Employer contribution / active EE | $6,473 | $6,828-5.2% | $6,165+5.0% | $4,741+36.5% |
| Participant deferral / active EE | $13,682 | $8,986+52.3% | $8,363+63.6% | $6,401+113.8% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |