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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 | $220,404 | $87,542+151.8% | $75,782+190.8% | $125,393+75.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.47% | 13.48%-20.0pp | 9.68%-16.2pp | 282.23%-288.7pp |
| Employer contribution / active EE | $23,559 | $3,930+499.5% | $3,323+608.9% | $4,866+384.2% |
| Participant deferral / active EE | $15,774 | $4,229+273.0% | $3,652+332.0% | $5,351+194.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |