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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 | $159,219 | $79,955+99.1% | $98,461+61.7% | $75,173+111.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -22.26% | 19.75%-42.0pp | 21.17%-43.4pp | 160.72%-183.0pp |
| Employer contribution / active EE | $24,375 | $2,264+976.6% | $3,049+699.5% | $2,671+812.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |