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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 | $51,642+214.0% | $129,384+25.3% | $80,935+100.4% |
| Participation rate | 98.1% | 56.9%+41.2pp | 69.6%+28.4pp | 67.7%+30.4pp |
| Annual return | -16.12% | 20.78%-36.9pp | 9461.77%-9477.9pp | 35.66%-51.8pp |
| Employer contribution / active EE | $7,522 | $1,583+375.1% | $4,153+81.1% | $2,757+172.8% |
| Participant deferral / active EE | $12,198 | $2,670+356.9% | $4,166+192.8% | $4,299+183.7% |
| Admin fee / account holder | $60 | $4,312-98.6% | $7,686-99.2% | $6,924-99.1% |