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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 | $208,231 | $133,998+55.4% | $112,263+85.5% | $134,545+54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.76% | 47.17%-67.9pp | 27.49%-48.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $5,944 | $4,040+47.1% | $3,636+63.5% | $4,742+25.4% |
| Participant deferral / active EE | $14,909 | $5,292+181.7% | $4,729+215.2% | $6,401+132.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |