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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 | $131,027 | $167,533-21.8% | $151,645-13.6% | $134,545-2.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.08% | 7.81%-38.9pp | 3.34%-34.4pp | 418.37%-449.4pp |
| Employer contribution / active EE | $23,330 | $6,828+241.7% | $6,165+278.4% | $4,742+392.0% |
| Participant deferral / active EE | $20,188 | $8,985+124.7% | $8,363+141.4% | $6,401+215.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |