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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 | $224,121 | $99,032+126.3% | $80,022+180.1% | $135,380+65.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.07% | 15.39%-24.5pp | 11.22%-20.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $15,495 | $3,043+409.1% | $2,468+527.8% | $4,779+224.2% |
| Participant deferral / active EE | $7,727 | $4,282+80.5% | $3,686+109.6% | $5,609+37.8% |
| Admin fee / account holder | $20 | $10,436-99.8% | $6,521-99.7% | $10,828-99.8% |