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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 | $216,964 | $166,268+30.5% | $165,100+31.4% | $145,897+48.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -9.21% | 100.52%-109.7pp | 70.21%-79.4pp | 552.29%-561.5pp |
| Employer contribution / active EE | $30,500 | $5,284+477.2% | $4,348+601.5% | $4,663+554.1% |
| Participant deferral / active EE | $19,394 | $6,964+178.5% | $6,035+221.3% | $6,689+189.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |