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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 | $188,498 | $92,219+104.4% | $76,766+145.5% | $135,382+39.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.41% | 5.46%-14.9pp | 2.43%-11.8pp | 519.77%-529.2pp |
| Employer contribution / active EE | $15,917 | $3,216+394.9% | $2,485+540.5% | $4,779+233.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |