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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 | $185,281 | $138,075+34.2% | $123,552+50.0% | $135,379+36.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.21% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $12,000 | $5,152+132.9% | $4,628+159.3% | $4,779+151.1% |
| Participant deferral / active EE | $18,000 | $6,800+164.7% | $6,426+180.1% | $5,609+220.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |