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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 | $175,507 | $92,219+90.3% | $76,768+128.6% | $135,379+29.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.16% | 5.46%-17.6pp | 2.43%-14.6pp | 519.79%-531.9pp |
| Employer contribution / active EE | $28,612 | $3,216+789.7% | $2,485+1051.3% | $4,779+498.7% |
| Participant deferral / active EE | $12,333 | $4,508+173.6% | $3,852+220.2% | $5,609+119.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |