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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 | $170,428 | $85,790+98.7% | $67,313+153.2% | $135,382+25.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.83% | -0.54%-11.3pp | -4.08%-7.7pp | 519.77%-531.6pp |
| Employer contribution / active EE | $10,581 | $3,487+203.4% | $2,566+312.4% | $4,779+121.4% |
| Participant deferral / active EE | $5,230 | $4,651+12.5% | $3,568+46.6% | $5,609-6.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |