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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 | $85,354 | $69,518+22.8% | $59,887+42.5% | $135,379-37.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.44% | 7.95%-17.4pp | 3.46%-12.9pp | 519.79%-529.2pp |
| Employer contribution / active EE | $15,400 | $3,235+376.1% | $2,722+465.7% | $4,779+222.2% |
| Participant deferral / active EE | $18,167 | $4,204+332.1% | $3,402+434.0% | $5,609+223.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |