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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 | $212,008 | $86,940+143.9% | $102,434+107.0% | $80,935+161.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -53.89% | 18.89%-72.8pp | 29.46%-83.3pp | 35.66%-89.5pp |
| Employer contribution / active EE | $4,221 | $2,370+78.1% | $3,023+39.6% | $2,757+53.1% |
| Participant deferral / active EE | $3,003 | $4,121-27.1% | $5,055-40.6% | $4,299-30.2% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |