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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 | $189,458 | $87,546+116.4% | $75,784+150.0% | $125,389+51.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -20.76% | 13.49%-34.2pp | 9.68%-30.4pp | 282.24%-303.0pp |
| Employer contribution / active EE | $45,291 | $3,930+1052.4% | $3,323+1262.8% | $4,866+830.7% |
| Participant deferral / active EE | $17,000 | $4,230+301.9% | $3,652+365.5% | $5,352+217.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |