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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 | $132,585 | $133,981-1.0% | $112,249+18.1% | $134,532-1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.76% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $5,250 | $4,040+30.0% | $3,636+44.4% | $4,741+10.7% |
| Participant deferral / active EE | $13,578 | $5,292+156.6% | $4,729+187.1% | $6,401+112.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |