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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 | $227,213 | $78,694+188.7% | $67,652+235.9% | $125,389+81.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.21% | 9.46%-14.7pp | 6625.40%-6630.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $20,336 | $3,044+568.1% | $2,266+797.6% | $4,866+317.9% |
| Participant deferral / active EE | $11,519 | $4,292+168.4% | $3,560+223.6% | $5,352+115.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |