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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 | $93,234 | $209,336-55.5% | $197,124-52.7% | $137,256-32.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -36.76% | 48.09%-84.9pp | 44.34%-81.1pp | 220.34%-257.1pp |
| Employer contribution / active EE | $27,250 | $6,591+313.5% | $6,227+337.6% | $4,156+555.7% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |