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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 | $220,828 | $95,915+130.2% | $79,580+177.5% | $134,532+64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.75% | -2.71%-18.0pp | 0.15%-20.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $17,659 | $3,129+464.4% | $2,413+631.7% | $4,741+272.5% |
| Participant deferral / active EE | $15,667 | $4,693+233.8% | $3,985+293.1% | $6,401+144.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |