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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 | $228,290 | $95,895+138.1% | $79,576+186.9% | $134,509+69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.34% | -2.72%-19.6pp | 0.15%-22.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $5,199 | $3,128+66.2% | $2,413+115.5% | $4,741+9.7% |
| Participant deferral / active EE | $10,981 | $4,693+134.0% | $3,985+175.5% | $6,400+71.6% |
| Admin fee / account holder | $20 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |