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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 | $211,229 | $85,790+146.2% | $67,313+213.8% | $135,380+56.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.97% | -0.54%-10.4pp | -4.08%-6.9pp | 519.81%-530.8pp |
| Employer contribution / active EE | $14,233 | $3,487+308.1% | $2,566+454.8% | $4,779+197.8% |
| Participant deferral / active EE | $6,607 | $4,651+42.1% | $3,568+85.2% | $5,609+17.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |