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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 | $174,802 | $113,941+53.4% | $94,229+85.5% | $125,389+39.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -12.43% | 5.29%-17.7pp | 10.68%-23.1pp | 282.24%-294.7pp |
| Employer contribution / active EE | $17,500 | $4,727+270.2% | $3,587+387.9% | $4,866+259.6% |
| Participant deferral / active EE | $5,500 | $5,179+6.2% | $4,320+27.3% | $5,352+2.8% |
| Admin fee / account holder | $3 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |