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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 | $147,789 | $105,861+39.6% | $90,756+62.8% | $134,509+9.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.01% | -10.99%-12.0pp | -12.16%-10.9pp | 418.13%-441.1pp |
| Employer contribution / active EE | $25,100 | $3,463+624.7% | $2,922+759.1% | $4,741+429.5% |
| Participant deferral / active EE | $10,850 | $5,217+108.0% | $4,565+137.7% | $6,400+69.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |