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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 | $113,502 | $129,959-12.7% | $104,301+8.8% | $134,532-15.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -25.00% | 42.04%-67.0pp | 24.61%-49.6pp | 418.27%-443.3pp |
| Employer contribution / active EE | $9,123 | $4,185+118.0% | $3,373+170.5% | $4,741+92.4% |
| Participant deferral / active EE | $11,430 | $5,589+104.5% | $4,626+147.1% | $6,401+78.6% |
| Admin fee / account holder | $20 | $9,325-99.8% | $7,340-99.7% | $11,429-99.8% |