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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 | $197,268 | $115,903+70.2% | $100,528+96.2% | $158,966+24.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -7.26% | 34.80%-42.1pp | 30.90%-38.2pp | 302.95%-310.2pp |
| Employer contribution / active EE | $20,254 | $4,105+393.4% | $3,419+492.5% | $4,762+325.3% |
| Participant deferral / active EE | $22,000 | $6,677+229.5% | $6,271+250.8% | $5,983+267.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |