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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 | $118,569 | $99,032+19.7% | $80,022+48.2% | $135,380-12.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.52% | 15.39%-24.9pp | 11.22%-20.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $20,148 | $3,043+562.0% | $2,468+716.4% | $4,779+321.6% |
| Participant deferral / active EE | $12,250 | $4,282+186.1% | $3,686+232.4% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |