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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 | $162,157 | $51,606+214.2% | $129,339+25.4% | $80,911+100.4% |
| Participation rate | 98.1% | 57.0%+41.1pp | 69.6%+28.4pp | 67.6%+30.4pp |
| Annual return | -16.12% | 20.76%-36.9pp | 9437.05%-9453.2pp | 35.63%-51.7pp |
| Employer contribution / active EE | $7,522 | $1,582+375.4% | $4,154+81.1% | $2,756+172.9% |
| Participant deferral / active EE | $12,198 | $2,669+357.1% | $4,170+192.5% | $4,297+183.9% |
| Admin fee / account holder | $60 | $4,310-98.6% | $7,668-99.2% | $6,935-99.1% |