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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 | $185,679 | $124,425+49.2% | $112,040+65.7% | $137,256+35.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -8.32% | 24.72%-33.0pp | 24.52%-32.8pp | 220.34%-228.7pp |
| Employer contribution / active EE | $2,664 | $3,411-21.9% | $2,954-9.8% | $4,156-35.9% |
| Participant deferral / active EE | $7,039 | $5,718+23.1% | $5,098+38.1% | $6,407+9.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |