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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 | $199,400 | $88,707+124.8% | $74,185+168.8% | $273,970-27.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -19.42% | 11.94%-31.4pp | 17.74%-37.2pp | 41.46%-60.9pp |
| Employer contribution / active EE | $23,600 | $3,159+647.0% | $2,370+895.7% | $4,869+384.7% |
| Participant deferral / active EE | $8,245 | $4,212+95.8% | $3,550+132.3% | $5,287+56.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |