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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 | $243,291 | $67,372+261.1% | $60,906+299.5% | $134,532+80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.54% | 50.05%-70.6pp | 16.94%-37.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $3,569 | $3,099+15.2% | $2,703+32.0% | $4,741-24.7% |
| Participant deferral / active EE | $26,488 | $4,532+484.4% | $3,814+594.5% | $6,401+313.8% |
| Admin fee / account holder | $60 | $4,588-98.7% | $3,227-98.1% | $11,429-99.5% |