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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 | $132,870 | $167,522-20.7% | $151,639-12.4% | $134,532-1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.86% | 7.81%-30.7pp | 3.34%-26.2pp | 418.27%-441.1pp |
| Employer contribution / active EE | $15,516 | $6,828+127.2% | $6,165+151.7% | $4,741+227.3% |
| Participant deferral / active EE | $15,920 | $8,986+77.2% | $8,363+90.3% | $6,401+148.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |