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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 | $236,767 | $95,915+146.9% | $79,580+197.5% | $134,532+76.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -22.51% | -2.71%-19.8pp | 0.15%-22.7pp | 418.27%-440.8pp |
| Employer contribution / active EE | $9,385 | $3,129+199.9% | $2,413+288.8% | $4,741+97.9% |
| Participant deferral / active EE | $14,023 | $4,693+198.8% | $3,985+251.9% | $6,401+119.1% |
| Admin fee / account holder | $127 | $9,132-98.6% | $6,835-98.1% | $11,429-98.9% |