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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 | $125,839 | $106,247+18.4% | $96,515+30.4% | $139,466-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -11.14% | 38.47%-49.6pp | 35.73%-46.9pp | 373.66%-384.8pp |
| Employer contribution / active EE | $2,160 | $4,106-47.4% | $3,740-42.2% | $4,754-54.6% |
| Participant deferral / active EE | $22,500 | $5,456+312.4% | $4,880+361.1% | $6,712+235.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |