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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 | $119,076 | $95,979+24.1% | $74,551+59.7% | $135,380-12.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.68% | 56.97%-66.7pp | 32.53%-42.2pp | 519.81%-529.5pp |
| Employer contribution / active EE | $9,538 | $2,716+251.1% | $1,961+386.4% | $4,779+99.6% |
| Participant deferral / active EE | $9,480 | $3,844+146.6% | $3,108+205.0% | $5,609+69.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |