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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 | $214,903 | $133,998+60.4% | $112,263+91.4% | $134,545+59.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.83% | 47.17%-75.0pp | 27.49%-55.3pp | 418.37%-446.2pp |
| Employer contribution / active EE | $7,691 | $4,040+90.4% | $3,636+111.5% | $4,742+62.2% |
| Participant deferral / active EE | $21,750 | $5,292+311.0% | $4,729+359.9% | $6,401+239.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |