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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 | $234,390 | $90,467+159.1% | $93,759+150.0% | $134,532+74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -26.90% | -15.72%-11.2pp | -11.33%-15.6pp | 418.27%-445.2pp |
| Employer contribution / active EE | $13,298 | $4,345+206.0% | $4,324+207.5% | $4,741+180.5% |
| Participant deferral / active EE | $23,338 | $5,980+290.3% | $6,096+282.9% | $6,401+264.6% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |