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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 | $138,583 | $201,264-31.1% | $184,185-24.8% | $145,978-5.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -4.94% | 29.00%-33.9pp | 28.81%-33.8pp | 550.52%-555.5pp |
| Employer contribution / active EE | $9,824 | $7,021+39.9% | $6,426+52.9% | $4,662+110.7% |
| Participant deferral / active EE | $9,653 | $9,806-1.6% | $9,132+5.7% | $6,690+44.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |