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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 | $149,075 | $140,592+6.0% | $123,105+21.1% | $125,389+18.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -12.62% | 16.80%-29.4pp | 13.22%-25.8pp | 282.24%-294.9pp |
| Employer contribution / active EE | $15,600 | $6,041+158.2% | $5,151+202.9% | $4,866+220.6% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,229+189.0% | $5,352+236.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |