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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 | $201,670 | $167,362+20.5% | $143,799+40.2% | $134,532+49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.69% | 0.47%-23.2pp | -0.04%-22.6pp | 418.27%-441.0pp |
| Employer contribution / active EE | $3,244 | $5,620-42.3% | $4,952-34.5% | $4,741-31.6% |
| Participant deferral / active EE | $7,386 | $6,447+14.6% | $5,638+31.0% | $6,401+15.4% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |